VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 36,779,911 $20.9B +2,315,728 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 28,484,896 $16.2B 5.57% +1,831,192 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,174,911 $16B 1.1% -1,055,650 13F-HR Timeline Group California Public Employees Retirement … More: the full row for California Public Employees Retirement System 25,883,852 $14.7B 9.37% +3,931,698 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 25,095,520 $14.3B 1.15% +538,159 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,319,498 $13.2B 0.86% -622,698 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,741,780 $7.81B +140,089 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,180,482 $7.49B 1.21% -44,837 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,185,471 $7.48B 5.67% +2,500,231 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,252,320 $5.98B 7.97% -135,878 13F-HR/A Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,847,296 $5.03B 43.12% +399,718 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,115,211 $3.47B 1.16% +444,501 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,677,797 $3.23B 0.71% +526,521 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,313,239 $3.02B 0.74% +142,004 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,253,400 $2.99B +202,577 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,636,511 $2.63B 5.91% +352,441 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,282,937 $2.43B +63,980 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,147,081 $2.36B 0.46% +838,554 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,261,402 $1.85B 4.37% +108,745 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,173,596 $1.8B 1.25% +580,500 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3,091,521 $1.76B +19,433 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 $1.66B 13.45% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,557,272 $1.45B 1.82% +170,160 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 2,446,557 $1.39B -82,343 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,364,420 $1.34B 29.58% -19,876 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,311,300 $1.31B 7.38% -40,256 13F-HR Timeline FJ Investments, LLC More: the full row for FJ Investments, LLC 2,165,268 $1.23B 87.36% +268,667 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,056,083 $1.17B 11.53% -733,370 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,032,668 $1.15B 1.69% -8,151 13F-HR Timeline Group E-L Financial Corp Ltd More: the full row for E-L Financial Corp Ltd 1,479,853 $1.15B 100% -13 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,985,564 $1.13B 18.92% +169,262 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,840,341 $1.05B 3.18% +41,209 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 1,756,592 $1B 68.17% +144,272 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,678,147 $951M 3.76% -14,221 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,647,645 $936M 16.95% -113,530 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,621,868 $921M 4.66% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,594,838 $906M +131,285 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,575,401 $895M 7.23% -70,184 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,573,804 $894M +9,273 Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,571,403 $893M +141,651 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,565,406 $889M 1.5% +110,794 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,535,199 $872M 0.85% +56,118 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,521,821 $864M 0.34% -9,306 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,504,556 $855M 1.13% -5,882 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,412,471 $802M 56.37% +121,748 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,359,692 $772M 0.39% +99,857 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,358,788 $772M 23.4% -33,344 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,343,735 $763M 0.65% +22,428 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,314,745 $747M 5.64% +399,597 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,279,348 $727M 18.78% +239,850 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,247,587 $709M 0.63% +42,627 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,258,713 $706M 1.26% +258,453 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,210,576 $688M 0.22% +208,464 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,212,425 $685M 0.58% -164,787 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 1,184,392 $673M 51.3% -513,384 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,177,459 $669M 9.4% +10,039 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,176,167 $668M 1.49% +108,684 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,156,835 $657M 1.44% +13,924 13F-HR/A Timeline Group Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 1,145,256 $651M 5.1% +730,343 13F-HR/A Timeline Pandi, LLC More: the full row for Pandi, LLC 1,138,934 $647M 86.58% +54,233 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,132,544 $643M 22.85% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,090,394 $621M 10.66% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,001,434 $569M 0.9% +258,783 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 958,611 $545M 1.71% +20,591 13F-HR Timeline Call To Action Foundation More: the full row for Call To Action Foundation 918,161 $522M 100% +9,745 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 875,114 $503M 0.83% +67,423 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. 872,981 $496M 16.93% +1,939 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 864,054 $491M 5.33% -2,895 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 829,440 $471M 0.83% -31,110 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 819,147 $467M 22% -88,204 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 818,600 $465M 11.77% +39,679 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 810,912 $461M 0.66% +28,076 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 801,321 $455M 10.1% +3,082 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 798,474 $454M 14.42% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 796,281 $452M -37,377 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 777,889 $442M 0.79% +6,881 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 762,835 $433M 1.12% +151 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 739,733 $420M 0.68% -49,021 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 735,103 $418M +40,690 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 726,952 $413M 1.19% +12,721 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 724,517 $413M 6.63% -5,172 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 710,824 $404M 0.31% -21,506 13F-HR/A Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 681,104 $387M 1.62% -123,039 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 662,972 $377M 0.07% -20,712 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 639,303 $363M 3.8% +43,609 13F-HR Timeline SWF LLC More: the full row for SWF LLC 631,823 $359M 41.69% +624,886 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 631,059 $358M 5.81% +58,489 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 624,082 $354M 15.17% +6,751 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 606,092 $344M 34.49% -143,356 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 600,715 $341M 2.68% -17,412 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 582,195 $331M 30.88% -30,267 13F-HR Timeline GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 579,183 $329M 90.13% -12,800 13F-HR Timeline Tredje AP-fonden More: the full row for Tredje AP-fonden 576,980 $328M 2.61% +339,955 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 568,315 $323M -135,370 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 565,370 $321M 11.23% -38,191 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 562,657 $320M 1.19% +10,777 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 558,646 $317M 4.42% -5,230 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 549,593 $312M 23.57% +340,782 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 536,809 $305M 16.75% -163 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 534,508 $304M 34.82% +3,801 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 531,966 $302M 1.56% +31,015 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 531,012 $302M 11.2% +28,931 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 529,000 $300M 13.9% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 526,772 $299M 5.33% +15,008 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 526,660 $299M 65.39% -125,016 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,547,982 $296M 6.37% -36,100 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 509,121 $289M 46.16% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 508,418 $289M 0.01% -9,781 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 506,010 $288M 19.23% +13,226 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 504,617 $287M 0.14% +239,009 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 502,902 $286M 18.93% -46,620 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 498,893 $283M 0.05% +49,108 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 495,709 $282M 0.35% +13,284 13F-HR Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 493,833 $281M 15.34% -1,251 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 490,500 $279M 41.38% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 487,856 $277M 0.94% -2,102 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 484,180 $276M 0.78% +24,191 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 477,804 $272M 3.02% +7,072 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 479,022 $272M 0.93% +27,878 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 478,910 $272M 11.12% +17,082 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 473,777 $269M 0.45% +78,241 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 472,700 $269M 0.02% +23,882 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 470,846 $267M 3.58% +305,889 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 470,394 $267M 0.11% +851 13F-HR/A Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 467,224 $265M 11.29% +26,540 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 457,002 $260M 8.37% -4,798 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 440,523 $250M 5.61% +148,597 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 437,487 $249M 2.96% +26,979 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 435,708 $247M 1.93% +12,327 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 430,140 $245M 1.23% -27,352 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 431,316 $245M -40,400 Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 425,716 $242M +149,074 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 422,419 $240M 11.34% +4,270 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 419,995 $239M 0.03% +56,008 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 423,100 $236M 1.45% +59,354 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 413,884 $235M 95.98% -18,791 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 413,827 $235M 5.95% +58,420 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 407,151 $231M 1.43% +1,913 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 406,720 $231M 15.29% +6,203 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 395,465 $225M 0.59% +10,372 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 390,586 $223M 7.71% +11,490 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 389,179 $221M 6.7% +3,883 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 385,606 $219M 1.51% +32,547 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 380,187 $216M 6.21% -1,239 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 377,700 $215M 18.14% +10,020 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 376,984 $214M +1,898 Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 374,407 $213M 14.56% +18,915 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 373,433 $212M 2.71% -10,501 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 369,474 $210M 0.75% +343,342 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 363,119 $206M 10.09% -95 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 362,580 $206M 3.06% +67,600 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 358,620 $204M 7.95% +50,007 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. 356,717 $203M 7.7% -36,923 13F-HR Timeline Group WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 356,169 $202M 45.04% -7,649 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 354,949 $202M 21.85% +102,386 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 354,724 $201M 3.3% -69 13F-HR Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 350,822 $199M 99.09% -4,680 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 347,167 $197M 0.26% +53,688 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 346,108 $197M 2.79% +22,410 13F-HR/A Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 345,340 $196M 23.26% +4,562 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 343,974 $195M 10.82% +18,712 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 341,527 $195M 2.72% +16,402 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 342,541 $195M 4.09% -17,263 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 332,380 $189M 56.95% +6,564 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 327,430 $186M 1.36% -28,105 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 326,743 $186M 0.07% +49,447 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 324,438 $184M 3.69% +38,459 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 323,638 $184M 16.29% +13,223 13F-HR Timeline American Trust More: the full row for American Trust 323,290 $184M 17.3% +322,705 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 322,068 $183M 2.16% +6,191 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 320,658 $182M 0.22% -530,817 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 317,157 $180M 8.98% +71,294 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 316,839 $180M 0.97% +16,600 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 315,500 $179M 14.17% 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 314,000 $178M 6.52% -3,800 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 309,574 $176M 27.74% +13,736 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 308,707 $175M 1.15% +123,964 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 306,248 $174M 11.36% +19,200 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 303,973 $173M 16.36% +9,473 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 303,933 $173M 0.37% +30,564 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 303,780 $173M 0.48% +12,469 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 299,850 $170M 1.9% -60,373 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 295,867 $168M 16.08% +1,735 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 295,594 $168M 1.86% -7,389 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 294,150 $167M 0.6% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 293,637 $167M 7.7% +4,777 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 290,906 $165M 56.28% 0 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 290,100 $165M 15.47% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFG Advisors More: the full row for PFG Advisors 677,423 $163M 7.53% +626,503 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 284,575 $162M 0.13% +134,829 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 282,133 $160M 24.55% +175 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 280,605 $159M 12.77% +10,050 13F-HR Timeline Fairfield University More: the full row for Fairfield University 276,488 $157M 86.7% -16,659 13F-HR Timeline TRB Advisors LP More: the full row for TRB Advisors LP 275,000 $156M 37.44% +225,000 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 271,515 $154M 9.63% -10,384 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 269,806 $153M 4.03% +28,931 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 267,940 $153M 0.8% +51,141 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 266,482 $151M 18.12% -508 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 265,574 $151M 1.24% +16,940 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 265,107 $151M 0.83% +13,801 13F-HR Timeline