VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 53,727,910 $15.6B +2,913,665 Timeline Betterment LLC More: the full row for Betterment LLC 26,969,096 $7.82B 18.63% -686,806 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,626,644 $4.53B 13.23% +475,081 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,165,728 $3.82B 0.35% +593,231 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,906,339 $3.74B 1.52% -88,438 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,829,980 $3.72B 0.26% +209,242 13F-HR/A Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 11,111,500 $3.22B 37.44% -260,565 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,385,520 $2.72B 0.39% -141,613 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,055,158 $2.42B 13.33% -353,988 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,873,807 $2.18B 22.3% +39,815 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,369,870 $2.14B +54,046 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,620,100 $1.92B 1.87% -206,415 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,893,008 $1.71B 29.26% -28,284 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,885,820 $1.71B 0.41% +150,007 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,251,017 $1.23B 0.28% -18,498 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,229,430 $1.23B 28.25% +274,055 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,944,205 $1.16B 7.07% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,652,467 $1.06B 0.08% +174,568 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,223,294 $940M 6.12% +3,171,310 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,208,919 $930M 8.96% +226,887 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,058,208 $886M 0.33% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,736,602 $793M 0.17% +112,303 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 $779M 6.67% 0 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 2,590,354 $751M 0.14% -37,209 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,434,605 $706M 0.47% -22,231 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,398,559 $696M 0.18% +19,710 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,287,300 $663M 0.97% +55,483 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,221,546 $644M 1.35% +360 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,206,849 $640M 0.84% -10,945,440 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,183,497 $633M 3.56% +1,029,893 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,114,704 $613M 12.64% +969 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,087,775 $605M 4.76% +335,463 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,981,655 $574M 1.92% +89,805 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,974,619 $572M 0.11% -89,811 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,951,981 $566M 0.72% +220,857 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,887,778 $563M 14.92% -89,619 13F-HR Timeline 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 1,762,800 $511M 2.06% 0 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,724,474 $500M +89,827 Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,669,130 $484M 1.63% +5,957 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,621,870 $470M 0.64% -101,831 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,589,665 $461M 0.77% +11,416 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,587,460 $460M 1.67% -902,209 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,574,001 $456M 0.99% +365,636 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,495,951 $434M 25.04% -39,907 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,483,150 $430M 15.07% +30,994 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,442,434 $418M 0.94% -40,661 13F-HR/A Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,430,668 $415M 31.01% -24,951 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,413,784 $393M 0.65% +196,091 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,288,159 $373M 37.61% -68,968 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,254,866 $364M 5.28% -34,866 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,253,693 $363M 13.86% -19,836 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,244,535 $361M 9.65% -20,188 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,217,312 $353M 21.81% -33,749 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,180,761 $342M 0.83% +807,748 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,146,397 $332M 3.3% +39,041 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,135,632 $329M 38.42% -14,227 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,116,956 $324M +68,610 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,084,516 $314M 0.02% +80,715 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,072,727 $311M 6.34% +717,560 13F-HR Timeline NOVO HOLDINGS A/S More: the full row for NOVO HOLDINGS A/S 1,038,550 $301M 18.22% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,012,869 $294M 0.56% +157,203 13F-HR/A Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 950,803 $276M 17.03% +19,525 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 944,714 $274M 0.14% +76,809 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 910,030 $264M 53.94% -21,186 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 903,981 $262M 8.56% +97,207 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 901,632 $261M 1.28% +68,771 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 897,704 $260M 0.22% +27,069 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 896,652 $260M 17.75% +98,506 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 878,973 $255M 25.19% +1,355 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 859,370 $249M 1.2% -18,892 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 852,185 $247M 3.46% -15,046 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 834,915 $242M 7.11% +13,941 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 826,751 $240M 0.23% +10,375 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 825,818 $239M 7.7% -445,390 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 805,819 $234M 0.54% -93,203 13F-HR Timeline Group Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 802,340 $233M 57.58% +185,052 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 782,458 $227M 23.97% +13,451 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 779,296 $226M 13.37% -65,291 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 768,233 $223M -34,419 Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 751,596 $218M 19.19% +8,446 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 743,850 $216M +347,061 Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 736,507 $213M -2,723,358 Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 737,905 $212M 23.8% -6,433 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 727,922 $211M 13.66% +24,933 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 705,090 $204M 77.66% -5,934 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 696,918 $202M 1.66% -18,993 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 687,010 $199M 0.38% +20,683 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 682,806 $198M 0.21% +16,887 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 662,446 $192M 37.31% -882 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 652,748 $189M 21.79% -13,724 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 647,462 $188M 5.78% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 647,383 $188M 14.02% -6,607 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 640,487 $185M 0.92% +5,980 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 632,766 $183M 0.29% +48,300 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 611,106 $177M 16.82% +109,464 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 605,951 $176M 2.03% +9,920 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 602,972 $175M 0.5% -1,680 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 602,333 $175M 0.77% +14,800 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 591,950 $172M 0.44% +33,536 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 573,156 $166M 17.37% +1,531 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 559,221 $162M 5.19% +266,844 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 549,597 $159M 4.43% +14,956 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 541,746 $157M 0.8% -14,906 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 536,947 $156M 3.76% -629 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 532,232 $154M 1.26% -1,353 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 531,510 $154M 5.3% +46,118 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 531,481 $154M 7.99% +4,734 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 530,941 $154M 22.92% +456 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 530,416 $154M 9.27% -5,583 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 529,217 $153M 24.35% +27,388 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 513,619 $149M 9.74% +13,269 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 511,190 $148M 1.48% -21,422 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 511,190 $148M 1.48% -21,422 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 509,749 $148M 6.07% +25,995 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 498,206 $144M 17.13% +73 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 491,747 $143M 17.37% +7,261 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 485,002 $141M 13.41% +12,292 13F-HR Timeline AGILIS PARTNERS LLC More: the full row for AGILIS PARTNERS LLC 484,671 $140M 42.28% -5,721 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 481,303 $139M 12.58% +6,780 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 468,885 $136M 7.78% -5,375 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 466,850 $135M -11,674 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 457,035 $132M 0.17% +37,397 13F-HR Timeline Group Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 456,455 $132M 53.66% -1,178 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 453,086 $131M 5.69% -28,836 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 450,194 $130M 5.88% +33,943 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 444,007 $129M 5.86% -8,132 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 440,885 $128M 0.44% +4,035 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 439,775 $127M 44.29% 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 439,377 $127M 0.8% -5,625 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 438,596 $127M 30.19% -4,528 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 430,963 $125M 2.25% -153,803 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 427,200 $124M 25.84% -54,792 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 422,470 $122M 26.15% 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 421,897 $122M 34.28% +28,704 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 421,764 $122M 38.9% -55,890 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 418,440 $121M +61,012 Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 415,829 $121M 13.14% -5,359 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 414,160 $120M 6.73% -4,556 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 410,800 $119M 9.65% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 404,574 $117M 0.73% +2,058 13F-HR Timeline Group Avalon Advisory Group More: the full row for Avalon Advisory Group 390,704 $113M 51.7% -2,796 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 384,559 $111M 17.71% -3,064 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 378,908 $110M 0.82% +13,974 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 377,598 $109M 8% +26,786 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 373,844 $108M 16.11% +711 13F-HR/A Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 371,977 $108M 6.94% -14,414 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 370,082 $107M 31.92% +1,056 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 367,064 $106M 29.45% +887 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 366,470 $106M 6.7% -12,073 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 364,013 $105M 13.69% -1,810 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 362,060 $105M 0.77% +7,815 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 353,235 $102M 1.43% +9,089 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 350,796 $102M 24.87% -1,166 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 357,783 $101M 8.1% +1,979 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 346,867 $101M 0.18% +1,069 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 345,944 $100M 14.79% +21,305 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 343,677 $99.6M 0.21% -2,595 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 342,879 $99.4M 0.09% +51,485 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 342,874 $99.4M 0.27% +335,425 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 339,574 $98.4M 12.59% 0 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 338,846 $98.2M 12.09% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 337,688 $97.9M 5.42% -1,057,351 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 337,379 $97.8M 2.4% -13,496 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 334,709 $97M 35.5% +13,528 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 336,107 $96.6M 5.1% +39,644 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 332,083 $96.2M 3.69% +18,727 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 331,581 $96.1M 2.29% -4,586 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 327,505 $94.9M 0.57% +51,856 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 326,498 $94.6M 0.49% -2,174 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $94.6M 25.43% 0 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 325,125 $94.2M 50.29% -5,280 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 322,196 $93.4M 38.51% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 321,224 $93.1M 1.03% +3,458 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 318,992 $92.4M 38.21% +48,451 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 315,164 $91.3M 2.64% +54,372 13F-HR/A Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 314,941 $91.3M 4.38% -3,928 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 311,124 $90.2M 2.95% +58,356 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $90.1M 3.46% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 308,405 $89.4M 6.09% +3,315 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 308,256 $89.3M 32.3% +101 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 307,877 $89.2M 59.68% -163,966 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 304,538 $88.3M 3.71% +5,227 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 303,581 $88M 67.41% -7,445 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 302,850 $87.8M 0.84% +6,156 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 298,786 $86.6M 35.3% +99,001 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 288,908 $83.7M 3.86% +3,536 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 288,176 $83.5M +11,274 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 285,941 $82.9M 0.8% +5,619 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 283,365 $82.1M 4.55% +8,232 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 282,436 $81.9M 1.75% +1,591 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 276,967 $80.5M 2.22% -685 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 275,479 $79.8M 0.32% +13,475 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 274,234 $79.5M +8,558 Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 273,841 $79.4M 9.11% +11,337 13F-HR/A Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 272,969 $79.1M 2.58% -6,746 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 272,183 $78.9M 5.28% +24,379 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 272,145 $78.9M 1.6% +10,398 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 269,496 $78.1M 47.48% -6,113 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 268,898 $77.9M 1.4% -82,442 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 265,422 $76.9M 13.52% +9,040 13F-HR Timeline