VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 69,589,237 $25.8B +2,861,866 Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 49,709,432 $18.2B -45,250,902 Timeline Betterment LLC More: the full row for Betterment LLC 23,945,511 $8.86B 14.99% -581,196 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,297,773 $6.77B 13.01% +328,328 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,876,622 $5.5B 0.29% +535,469 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/ 14,540,049 $5.38B 0.35% +252,640 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 12,831,750 $4.75B 37.2% -103,323 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 10,308,028 $3.81B 0.86% -17,277 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,674,144 $3.58B 0.42% -40,907 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,759,071 $3.09B 17.34% +32,666 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,883,739 $2.55B 10.84% -1,620,639 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,640,890 $2.46B +113,278 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,075,603 $2.25B 1.31% -45,107 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,635,464 $2.09B 0.36% -97,835 13F-HR Timeline Group Narodna banka Slovenska More: the full row for Narodna banka Slovenska 5,605,604 $2.07B 59.26% -48,700 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,455,709 $2.02B 24.67% -86,212 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,063,337 $1.87B 31.29% +64,420 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,369,114 $1.86B 5.46% +2,771,929 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,780,421 $1.77B +11,191 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,496,972 $1.65B 0.1% -207,955 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,831,169 $1.42B 7.08% +43,426 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 $1.36B 5.73% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,511,558 $1.3B 1.18% +146,956 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,325,831 $1.23B -16,423 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,108,544 $1.15B 0.31% +155,654 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,959,929 $1.1B 0.11% +55,622 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,954,760 $1.09B 0.19% +32,662 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,839,392 $1.05B 1.24% +215,754 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 2,686,800 $994M 6.5% 0 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,568,469 $950M 8.98% -34,930 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,446,454 $905M 12.97% +215,122 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 2,549,981 $877M +418,948 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,316,100 $857M 0.42% -20,978 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,250,580 $833M 0.8% +12,779 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,171,713 $804M 1.8% +39,852 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,157,852 $798M 1.24% -51,232 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,123,450 $780M 25.63% -537,940 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,032,602 $752M 0.82% -82,411 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,988,356 $735M 0.15% +70,589 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,920,318 $711M 0.89% -48,715 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,874,723 $694M 0.96% -69,759 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,822,272 $674M 0.71% -32,409 13F-HR Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 1,800,000 $666M 2.27% new 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 1,778,086 $658M 0.11% +43,003 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,752,517 $649M 7.11% +20,800 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,689,593 $625M 9.33% +115,200 13F-HR/A Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,678,930 $621M 8.97% -36,531 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,601,947 $593M 0.03% +115,904 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,539,100 $570M 0.7% -531,234 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,527,733 $565M 0.2% +136,637 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,514,680 $560M 1.67% -125,083 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,467,704 $543M 31.49% +1,179 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,414,063 $523M 13.91% +18,051 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,378,311 $510M 1.22% +77,008 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,301,970 $482M 0.83% +267,935 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,299,198 $481M 2.65% +336,188 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,297,507 $480M 30% +37,591 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,194,717 $442M 10.78% +74,957 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,190,852 $441M 0.01% +107,840 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,183,594 $438M 1.67% +668,360 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,166,423 $432M 15.49% +206,261 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,155,248 $427M 1.96% -20,224 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,152,531 $426M 0.51% +252,440 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,150,345 $426M 0.65% +47,219 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,147,607 $425M 8.86% -30,663 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,140,030 $422M 37.01% +22,065 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 1,114,202 $412M 33.68% +3,155 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,116,824 $405M 0.16% +343,286 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,089,282 $403M 15.88% -35,675 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,064,003 $394M 3.82% -19,780 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 1,056,900 $391M 34.18% -176,145 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 1,045,000 $387M 3.76% +194,500 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,036,575 $384M 36.4% -49,039 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,033,118 $382M 1.76% -184,973 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,010,063 $371M 32.58% +828,538 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 989,592 $366M 1.7% -36,875 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 988,799 $366M 17.83% +19,425 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 980,579 $363M 0.13% +11,106 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 954,744 $353M -3,650 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 954,429 $353M 0.49% +50,565 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 929,387 $344M 1% +96,355 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 907,143 $336M 1.22% +46,339 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 886,893 $328M 6.29% -4,188 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 845,336 $313M +22,108 Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 844,461 $312M 51.27% -7,140 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 821,182 $304M 0.47% +21,639 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 820,003 $303M 0.16% +2,560 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 817,971 $303M 7.75% -8,629 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 806,052 $298M 2.8% -737 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 803,352 $297M 0.36% -7,517 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 794,853 $294M 22.81% -2,334 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 785,489 $291M 5.58% -3,553 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 784,245 $290M 24.83% +10,381 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 782,023 $289M 18.58% +11,464 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 771,402 $285M 75.21% -7,751 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 762,716 $282M 14.3% -11,706 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 758,657 $281M 18.78% -388 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 750,859 $278M 0.23% +12,064 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 743,141 $275M 3.88% +13,108 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 723,980 $268M 10.96% +122,190 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 703,210 $260M 13.64% -37,346 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 727,165 $258M 0.43% +48,174 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 695,732 $257M -19,257 Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 691,187 $256M 9.97% +8,947 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 681,516 $252M 0.22% +20,083 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 667,332 $247M 35.86% -721 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 659,346 $244M 2.73% +2,162 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 646,444 $239M 20.35% +52,414 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 631,071 $234M 1.79% +1,385 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 619,030 $229M 12.98% +7,074 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 602,613 $223M 13.93% -43,038 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 599,991 $222M 1.29% +265,148 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 598,094 $221M 73.75% +203,343 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 587,923 $218M 6.83% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 587,282 $217M 0.84% -20,042 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 581,799 $217M 5.95% +106,524 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 581,408 $215M 21.42% -729 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 576,645 $213M 4.85% -4,401 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 565,944 $209M 2.49% -28,753 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 556,358 $206M 54.14% +17,248 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 550,435 $204M 33.77% -33,423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zhang Financial LLC More: the full row for Zhang Financial LLC 550,162 $204M 5.94% -13,258 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 544,714 $202M 13.86% +3,233 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 534,699 $198M 5.73% +9,866 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 530,893 $196M 7.3% -5,296 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 529,078 $196M 0.4% +73,205 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 528,525 $196M 0.51% +156,154 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 528,434 $196M 1.45% -1,056 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 516,287 $191M 16.47% +1,714 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 515,480 $191M 0.84% +6,254 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 506,930 $188M 23.95% -301 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 502,084 $186M 2.32% +163,587 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 494,367 $183M 3.78% -6,325 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 481,241 $178M 5.25% +18,882 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 481,191 $178M 5.86% -152,575,350 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 471,133 $174M 9.74% -16,272 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 466,178 $173M -13,845 Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 462,767 $171M 12.42% +4,913 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 462,607 $171M 0.8% -34,315 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 461,612 $171M 1.13% +271,355 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 460,902 $171M 14.97% -5,122 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 457,869 $169M 33.25% -5,479 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 452,490 $167M 18.1% +20,991 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 449,575 $166M 53.31% -2,096 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 443,581 $164M 12.75% -35,062 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 437,760 $162M 0.58% -13,401 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 432,445 $160M 9.84% +14,331 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 431,824 $160M 13.95% +1,604 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 430,729 $160M 0.2% +29,877 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 209,279 $156M 25.48% +6,844 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 420,754 $156M 0.46% +39,088 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 417,676 $155M 17.89% +3,552 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 410,464 $152M 23.92% +13,186 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 408,802 $151M 0.84% +1,198 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 396,816 $147M 0.88% +3,396 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 396,671 $147M 2.7% +36,386 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 391,737 $145M 33.11% +926 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 387,389 $143M 0.07% +13,596 13F-HR Timeline Group Avalon Advisory Group More: the full row for Avalon Advisory Group 385,356 $143M 52.66% -2,815 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 380,548 $141M 4% +46,145 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 379,249 $140M 10.43% +14,746 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 378,423 $140M 1.53% +9,897 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 370,029 $137M 0.6% +85,054 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 369,801 $137M 4.02% -305,669 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 361,842 $134M 13.93% +5,979 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 360,681 $133M 32.99% +5,278 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 354,872 $131M 1.24% -188,001 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 352,010 $130M 0.23% -8,442 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 349,601 $129M 1.54% +51,841 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 349,207 $129M 7.72% -1,094 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 345,764 $128M 51.46% +7,910 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 339,336 $126M 42.84% +2,440 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 338,170 $125M 3.94% +790 13F-HR Timeline Bell Bank More: the full row for Bell Bank 338,086 $125M 4.77% -3,366 13F-HR Timeline Busey Bank More: the full row for Busey Bank 336,136 $124M 3.02% +1,048 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 333,819 $124M 39.82% +12,387 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 333,669 $123M 22.46% -1,973 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 326,788 $121M 0.08% +308,312 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 326,748 $121M 6.27% +6,241 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $121M 16.01% 0 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 325,363 $120M 24.36% -22,358 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 323,560 $120M 0.22% -23,112 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 322,957 $120M +4,136 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 322,070 $119M +4,767 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 366,069 $117M 0.04% +16,775 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 317,307 $117M 11.9% -17,145 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 315,802 $117M 31.32% -7,728 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 315,641 $117M 31.88% +5,666 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 314,243 $116M 0.69% -6,647 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 311,472 $116M 36.27% +69,064 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $115M 3.44% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 307,840 $114M 1.34% +2,812 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 307,189 $114M 2.06% -5,950 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 307,085 $114M 28.29% -14,527 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 306,490 $113M 0.99% -6,180 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 304,458 $113M 5.56% -13,214 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 300,858 $111M 0.46% +42,331 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 298,954 $111M 0.42% +33,188 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 296,485 $110M 2.96% +171 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 296,405 $109M 25.41% +9,011 13F-HR Timeline