VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 39,081,512 $24.5B +1,142,246 Timeline California Public Employees Retirement … More: the full row for California Public Employees Retirement System 31,586,839 $19.8B 11.33% +5,627,587 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 29,347,563 $18.4B 5.73% +1,019,492 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/ 27,086,989 $17B 1.24% +1,145,413 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 24,568,372 $15.4B 0.92% -881,557 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,356,933 $13.4B 2.36% +17,774,521 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,723,638 $9.23B 1.31% +1,257,844 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,438,145 $9.05B 5.52% +646,359 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 11,903,616 $7.47B 48.45% +11,902,816 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,688,493 $7.33B 0.49% -15,558,853 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 9,305,235 $5.84B +8,197,511 Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 9,183,205 $5.76B 43.23% +187,543 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,356,951 $5.24B -2,261,368 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,814,280 $4.27B 1.17% +472,079 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 6,615,774 $4.15B 14.35% +4,116,545 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,174,290 $3.87B 0.76% +317,061 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,336,845 $3.35B -40,021 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,993,237 $3.13B 0.71% +24,339 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,382,675 $3.12B 4.75% +465,946 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,580,704 $2.87B 2.77% new 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,039,790 $2.53B -53,899 Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,616,622 $2.27B 14.63% +682,924 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3,602,928 $2.26B +221,627 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 3,559,269 $2.23B 0.39% +2,888,064 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,462,284 $2.17B 4.43% +103,317 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,156,386 $1.98B 1.35% -76,880 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,036,683 $1.9B 14.41% +219,801 13F-HR 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 $1.83B 13.45% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,922,560 $1.83B 2.49% +454,921 13F-HR/A Timeline Group Kedalion Capital Management LLP More: the full row for Kedalion Capital Management LLP 2,847,850 $1.79B 43.85% new 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,745,610 $1.72B 28.18% +254,162 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,719,156 $1.7B +129,290 Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,653,203 $1.66B 61.32% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,577,224 $1.62B 1.77% -79,478 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 2,456,382 $1.54B 88.64% +424,669 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,371,010 $1.49B 6.51% +2,072,056 13F-HR Timeline Group FJ Investments, LLC More: the full row for FJ Investments, LLC 2,110,580 $1.32B 83.65% -55,165 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,096,375 $1.31B 19.87% +77,010 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,049,157 $1.29B 1.72% +31,696 13F-HR Timeline Group E-L Financial Corp Ltd More: the full row for E-L Financial Corp Ltd 1,479,844 $1.27B 100% -17 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 1,951,472 $1.22B 7.33% +357,210 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,938,813 $1.22B 1.33% +90,525 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,903,945 $1.19B 3.16% -51,332 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 1,804,877 $1.13B 63.28% +234,448 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,772,161 $1.11B 5.27% 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,634,496 $1.02B 3.95% -27,619 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 1,595,889 $1B 6.04% +45,787 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,579,657 $991M 2.75% -98,394 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,561,259 $979M 0.88% -6,132 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,551,244 $973M 0.33% +8,066 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,513,193 $949M 0.68% +118,341 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,506,067 $944M 0.02% +971,211 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,488,405 $933M 0.37% -36,584 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,435,455 $900M 15.57% +553,590 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,429,571 $897M 0.74% +48,550 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,413,896 $887M 0.28% +153,399 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,406,636 $882M 55.86% -102,264 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,386,621 $870M 20.16% +3,072 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,375,839 $863M 1.55% +175,934 13F-HR/A Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,370,820 $860M 6.22% +18,547 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,347,386 $845M 1.13% -9,908 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,343,225 $842M -9,165 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,339,289 $840M 23.61% -15,594 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,302,862 $818M 1.2% -146,813 13F-HR Timeline Group BANK OF KOREA More: the full row for BANK OF KOREA 1,285,416 $806M 35.3% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,209,937 $759M 13.74% +865,742 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,208,818 $758M 1.44% +19,569 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,207,700 $757M 4.58% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,170,336 $734M 9.26% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,156,962 $726M 5.77% -1,152,658 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,132,544 $710M 22.16% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,048,213 $662M 0.5% -114,460 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,017,491 $638M 13.6% +198,891 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 986,384 $619M 98.23% -74,000 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 972,830 $610M 10.55% -204,897 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 943,961 $592M +121,271 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 931,299 $584M 0.71% +758,615 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 926,277 $581M 1.4% -6,419 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 895,000 $561M 17.32% +366,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 881,778 $561M 0.76% +4,165 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 887,525 $557M 10.25% +59,812 13F-HR Timeline P/E Global LLC More: the full row for P/E Global LLC 885,220 $555M 40.01% +761,654 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 877,730 $550M 0.86% +54,629 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 858,740 $539M 0.64% +24,232 13F-HR Timeline Group Call To Action Foundation More: the full row for Call To Action Foundation 852,551 $535M 100% -62,253 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 868,765 $530M -904 Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 829,895 $520M 4.23% +215,874 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 812,030 $509M 1.14% +21,948 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 801,052 $502M 1.22% +44,217 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 776,100 $487M 21.08% +24,363 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 753,577 $473M 23.12% +5,185 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 753,039 $472M +738,300 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 747,672 $469M 6.29% +2,291 13F-HR Timeline Group DUMAC, INC. More: the full row for DUMAC, INC. 743,880 $467M 71.66% 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 741,898 $465M -60,321 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 724,471 $454M 0.7% -27,519 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 701,604 $440M 0.33% +7,487 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 697,893 $438M -18,496 Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 690,058 $436M 22.53% +82,291 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 681,295 $427M 24.65% +89,029 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. 647,689 $406M 11.84% -178,954 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 637,700 $400M 13.85% +4,603 13F-HR Timeline SWF LLC More: the full row for SWF LLC 631,823 $396M 40.07% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 625,197 $392M 0.07% -58,874 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 620,828 $389M 0.78% +130,142 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 619,976 $389M 11.34% +45,002 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 601,451 $377M 1.37% +55,414 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 592,711 $372M 5.69% -577 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 585,411 $367M 2.58% +67,953 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 582,482 $365M 0.02% +51,064 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 579,503 $363M 4.48% +13,394 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 571,170 $358M 0.19% +130,384 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 569,337 $357M 1.28% +11,149 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 568,515 $357M 16.04% -562 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 557,795 $350M +28,101 Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 554,355 $348M 5.87% +86,050 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 551,209 $346M 26.89% 13F-HR Timeline GLOBE LIFE INC. More: the full row for GLOBE LIFE INC. 549,183 $344M 86.57% -15,000 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 541,356 $340M 35.32% +3,475 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 538,372 $338M 5.61% +9,671 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 518,743 $325M 10.69% +18,500 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 514,647 $323M 1.37% +42,077 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 509,110 $320M 0.52% +55,827 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 509,785 $320M 3.16% +26,002 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 509,121 $319M 46.17% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 513,016 $317M 1.25% +6,291 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 500,682 $314M 19.22% -1,613 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 491,976 $309M 0.36% -9,736 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 489,170 $307M 1.68% +20,584 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 488,941 $307M 0.92% +28,660 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 485,490 $304M 10.62% -12,534 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,509,542 $302M 5.49% -21,156 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 481,937 $302M 0.96% -9,484 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 478,555 $300M -1,578 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 478,502 $300M 0.96% -1,950 13F-HR/A Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 476,793 $299M 0.13% -11,901 13F-HR Timeline Group Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 471,333 $296M 64.34% -62,044 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 469,568 $294M 17.75% +18,636 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 462,701 $290M 3.07% +119 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 462,287 $290M 5.88% +28,881 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 458,913 $288M 15.9% -13,392 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 457,725 $287M 15.07% -31,203 13F-HR Timeline Group West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 452,174 $284M 53.71% +82,896 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 450,080 $282M 3.29% +87,500 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 445,220 $280M 0.5% +191,389 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 446,333 $280M -1,214 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 432,360 $271M 0.03% -1,939 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 422,908 $265M 8.15% -20,604 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 421,733 $264M 0.69% -53,594 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 419,594 $263M 0.37% +59,249 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 414,081 $260M 7.32% +6,684 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 413,884 $260M 91.09% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 413,101 $259M 11.46% -4,646 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. 410,577 $257M 6.31% +74,092 13F-HR Timeline Group USS Investment Management Ltd More: the full row for USS Investment Management Ltd 406,404 $255M 1.18% -685,763 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 405,962 $255M 2.12% +4,314 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 403,400 $253M 2.06% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 403,160 $253M 15.3% +18,166 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 401,937 $252M 30.21% -107,821 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 397,484 $249M 1.36% +6,020 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 395,782 $248M 0.57% +766 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 395,063 $248M 37.82% 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 384,177 $241M +3,393 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 383,021 $240M 2.58% +69,582 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 382,779 $240M 4.81% +289,303 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 382,636 $240M 1.54% +1,353 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 381,655 $239M 7% -1,533 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 380,778 $239M 18.1% +7,096 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 375,230 $235M 0.63% +45,211 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 372,915 $234M 10.02% +18,072 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 369,998 $232M 5.97% -419 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 363,127 $228M 2.94% +3,401 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 360,592 $226M 22.17% -68 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 357,525 $224M 23.33% +12,185 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 355,231 $223M 44.65% -524 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 353,724 $222M 1.15% 13F-HR Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 350,822 $220M 99.07% 0 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 346,296 $217M 9.05% -5,782 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 345,478 $217M 1.64% 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 338,280 $212M 1.22% +6,423 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 336,080 $211M 2.76% +455 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 335,586 $210M 17.73% +22,314 13F-HR Timeline First American Financial Corp More: the full row for First American Financial Corp 334,066 $210M 56.11% +64,345 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 332,799 $209M 0.68% -16,365 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 332,774 $209M 7.69% +8,866 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 332,599 $209M 1.13% +48,572 13F-HR Timeline Wallace Foundation More: the full row for Wallace Foundation 328,152 $206M 100% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 326,075 $204M 6.61% +96,367 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 325,357 $204M 12.7% -4,432 13F-HR Timeline TRB Advisors LP More: the full row for TRB Advisors LP 325,000 $204M 47.74% -150,000 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 323,425 $203M 9.06% +9,238 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 322,647 $202M 26.77% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 317,084 $199M 28.08% +9,844 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 316,444 $198M 4.68% +29,545 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 315,339 $198M 2.23% -5,538 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 312,521 $196M 0.37% +8,909 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 310,861 $195M 7.27% +7,705 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 310,808 $195M 2.63% +73,480 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 310,766 $195M 16.14% -6,451 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 304,035 $191M 1% +135,226 13F-HR Timeline