VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 37,939,266 $23.2B +1,159,355 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 28,328,071 $17.3B 5.58% -156,825 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 27,247,346 $16.7B 1.06% -927,565 13F-HR/A Timeline Group California Public Employees Retirement … More: the full row for California Public Employees Retirement System 25,959,252 $15.9B 9.52% +75,400 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/ 25,941,576 $15.9B 1.19% +846,056 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,449,929 $15.6B 0.94% +2,130,431 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,791,786 $8.42B 5.73% +606,315 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,465,794 $8.25B 1.19% +285,312 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,618,319 $6.5B -3,123,461 Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,995,662 $5.51B 43.33% +148,366 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,342,201 $3.88B 1.13% +226,990 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,857,229 $3.59B 0.73% +179,432 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,376,866 $3.29B +123,466 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,968,898 $3.05B 0.7% -344,341 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,916,729 $3.01B 5.03% +280,218 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,093,689 $2.51B -189,248 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,582,412 $2.19B 0.39% -564,669 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3,381,301 $2.07B +289,780 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,358,967 $2.06B 4.41% +97,565 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,233,266 $1.98B 1.37% +59,670 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 2,933,698 $1.8B 13.7% +877,615 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 $1.79B 13.59% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,816,882 $1.73B 13.71% +2,379,395 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,656,702 $1.63B 1.85% +99,430 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,589,866 $1.59B +995,028 Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,499,229 $1.53B 6.15% +1,818,125 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,491,448 $1.53B 27.98% +127,028 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,467,639 $1.51B 2.38% +215,319 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,309,620 $1.41B 7.4% -1,680 13F-HR Timeline FJ Investments, LLC More: the full row for FJ Investments, LLC 2,165,745 $1.33B 85.67% +477 13F-HR Timeline E-L Financial Corp Ltd More: the full row for E-L Financial Corp Ltd 1,479,861 $1.26B 100% +8 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 2,031,713 $1.25B 75.85% +275,121 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,019,365 $1.24B 19.52% +33,801 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,017,461 $1.24B 1.67% -15,207 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,955,277 $1.2B 3.29% +114,936 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,848,288 $1.13B 1.32% +282,882 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,691,433 $1.04B 5% +69,565 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,678,051 $1.03B 3.22% -768,506 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,662,115 $1.02B 3.89% -16,032 13F-HR Timeline Group Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 1,594,262 $976M 7.09% +449,006 13F-HR/A Timeline Investure, LLC More: the full row for Investure, LLC 1,570,429 $962M 59.49% +386,037 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,567,391 $960M 0.88% +32,192 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 1,550,102 $949M 6.83% -25,299 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,543,178 $945M 0.34% +21,357 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,527,738 $936M -43,665 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,524,989 $934M 0.38% +165,297 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,508,900 $924M 58.05% +96,429 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,449,675 $877M 1.23% +190,962 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,394,852 $854M 0.65% +51,117 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,383,549 $847M 20.52% +104,201 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,381,021 $846M 0.7% +133,434 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,357,294 $831M 1.08% -147,262 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,354,883 $830M 23.62% -3,905 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,352,390 $828M -221,414 Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,352,273 $828M 6.18% +37,528 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,260,497 $772M 0.24% +49,921 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,199,905 $735M 1.44% +43,070 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,189,249 $728M 1.49% +13,082 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,177,727 $723M 10% +87,333 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,162,673 $709M 0.56% -49,752 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,132,544 $694M 22.81% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,107,724 $678M 0.99% +106,290 13F-HR Timeline Group USS Investment Management Ltd More: the full row for USS Investment Management Ltd 1,092,167 $669M 3.04% new 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 1,060,384 $649M 86.15% -78,550 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,121,509 $598M 8.58% +2,106,255 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 932,696 $571M 1.65% -25,915 13F-HR Timeline Call To Action Foundation More: the full row for Call To Action Foundation 914,804 $560M 100% -3,357 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 881,865 $540M 9.41% -765,780 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 877,613 $540M 0.82% +2,499 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 869,669 $531M +867,349 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 834,508 $511M 0.66% +23,596 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 827,713 $507M 10.12% +26,392 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. 826,643 $506M 15.74% -46,338 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 825,198 $505M +47,309 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 823,101 $504M 0.81% -6,339 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 818,600 $501M 13.19% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 802,219 $491M +5,938 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 790,082 $484M 1.14% +27,247 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 756,835 $463M 1.24% +29,883 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 751,737 $462M 20.99% -67,410 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 751,990 $461M 0.7% +12,257 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 748,392 $458M 23.32% +495,873 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 745,381 $458M 6.27% +20,864 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 716,389 $439M -18,714 Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 694,117 $425M 0.31% -16,707 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 684,071 $419M 0.07% +185,178 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 671,205 $411M 0.07% +8,233 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 633,097 $388M 14.02% +9,015 13F-HR Timeline SWF LLC More: the full row for SWF LLC 631,823 $387M 39.66% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 614,021 $376M 3.29% +411,247 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 607,767 $372M 22.31% +58,174 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 600,715 $368M 2.63% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 593,288 $363M 5.47% -37,771 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 592,266 $363M 29.87% +10,071 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 574,974 $352M 11.5% +9,604 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 566,109 $347M 4.48% +7,463 13F-HR Timeline GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 564,183 $345M 86.33% -15,000 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 558,188 $342M 1.2% -4,469 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 546,037 $334M 1.52% +14,071 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 537,881 $329M 35.21% +3,373 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 534,856 $328M 0.01% +26,438 13F-HR Timeline Group Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 533,377 $327M 67.27% +6,717 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 531,418 $325M 0.02% +58,718 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 529,694 $324M -38,621 Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 529,000 $324M 15.14% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 528,701 $324M 5.54% +1,929 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 569,077 $323M 16.42% +32,268 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 517,458 $317M 2.69% -121,845 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 509,758 $312M 32.23% -96,334 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 509,121 $312M 44.26% 0 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 506,725 $311M 1.28% +238,785 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 502,295 $308M 19.41% -3,715 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,530,698 $308M 6.03% -17,284 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 501,712 $307M 0.36% +6,003 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 500,243 $306M 10.64% +33,019 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 498,024 $305M 10.74% -32,988 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 491,421 $301M 0.97% +3,565 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 490,686 $300M 0.82% +246,741 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 490,500 $300M 48.93% 0 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 488,928 $299M 15.27% -4,905 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 488,694 $299M 0.14% -15,923 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 483,783 $296M 3.31% +12,937 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 480,452 $294M 0.99% +1,430 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 480,133 $294M +54,417 Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 475,327 $292M 0.77% -8,853 13F-HR Timeline TRB Advisors LP More: the full row for TRB Advisors LP 475,000 $291M 58.61% +200,000 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 472,570 $290M 1.28% +42,430 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 472,305 $290M 17.76% -30,597 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 468,586 $287M 1.64% +32,878 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 468,305 $287M 5.19% +359,190 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 462,582 $284M 3.1% -15,222 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 460,281 $282M 0.86% +37,181 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 453,283 $279M 0.45% -20,494 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 450,932 $276M 17% +44,212 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 447,547 $274M +16,231 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 443,565 $272M 0.1% -26,829 13F-HR/A Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 443,512 $272M 8.6% -13,490 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 440,786 $270M 0.17% +156,211 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 434,299 $266M 0.03% +14,304 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 433,406 $265M 6.02% +19,579 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 417,747 $256M 11.43% -4,672 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 413,884 $253M 96.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 407,397 $250M 7.56% +16,811 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 401,648 $246M 2.35% +28,215 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 400,000 $245M 0.81% 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 395,016 $242M 0.57% -449 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 391,464 $240M 1.37% -15,687 13F-HR/A Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 384,994 $236M 14.76% +10,587 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 383,188 $235M 6.69% -5,991 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 381,283 $233M 1.52% -4,323 13F-HR/A Timeline Group New York Life Investment Management LLC group of 2 filers holding More: the full row for New York Life Investment Management LLC 380,784 $233M +3,800 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 373,682 $229M 17.14% -4,018 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 370,417 $227M 5.81% -9,770 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 369,278 $226M 59.47% +36,898 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 362,580 $222M 2.98% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 360,660 $221M 22.18% +5,711 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 360,345 $221M 0.29% +13,178 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 359,726 $220M 2.97% +5,002 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 355,755 $218M 44.87% -414 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 354,843 $217M 10.12% +10,869 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 352,078 $216M 9.31% -11,041 13F-HR Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 350,822 $215M 99.06% 0 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 349,164 $214M 0.71% -20,310 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 344,195 $211M 4.61% -96,328 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 335,625 $206M 2.73% -5,902 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. 336,485 $206M 7.01% -20,232 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 331,857 $203M 1.3% +4,427 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 330,019 $202M 0.54% +26,239 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 329,789 $202M 12.2% +23,541 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 323,908 $198M 7.24% -34,712 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 320,877 $196M 2.21% -1,191 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 345,340 $196M 23.41% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 317,217 $194M 16.16% -6,421 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 316,281 $194M 0.95% -558 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 315,500 $193M 17.64% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 314,187 $192M 8.84% -2,970 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 313,439 $192M 2.9% -10,999 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 313,272 $192M 16.6% +9,299 13F-HR Timeline American Trust More: the full row for American Trust 310,609 $190M 16.07% -12,681 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 310,000 $190M 6.99% -4,000 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 307,240 $188M 27.8% -2,334 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 303,612 $186M 0.37% -321 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 303,156 $186M 7.54% +9,519 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 299,596 $183M 2.69% -46,512 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 298,954 $183M 0.21% -21,704 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 295,680 $181M 1.86% +86 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 294,519 $180M 1.66% -5,331 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 293,516 $180M 16.13% -2,351 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 293,171 $180M 0.6% -979 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 290,100 $178M 15.57% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMG National Trust Bank More: the full row for AMG National Trust Bank 286,899 $176M 4.28% +17,093 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 284,027 $174M 0.94% +18,920 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 283,600 $174M 1.28% +18,026 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 282,663 $173M 24.32% +530 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 280,432 $172M 12.64% -173 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 278,945 $171M 2.22% +47,035 13F-HR Timeline Fairfield University More: the full row for Fairfield University 277,274 $170M 84.14% +786 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 272,049 $167M 9.6% +534 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 269,721 $165M 54.14% -21,185 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 259,610 $164M 4.29% +7,462 13F-HR Timeline