VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 55,923,144 $15.4B +2,195,234 Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 45,463,779 $12.4B 56.9% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 26,094,613 $7.17B 17.01% -874,483 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,971,439 $4.39B 11.78% +344,795 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,389,185 $3.68B 0.26% +559,205 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/ 13,174,684 $3.62B 0.32% +8,956 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,996,720 $3.57B 1.39% +90,381 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 11,457,212 $3.15B 35.04% +345,712 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,763,667 $2.68B 0.4% +378,147 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,458,435 $2.22B 18.7% +584,628 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,183,514 $2.2B 12.41% +128,356 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,668,624 $1.83B -701,246 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,539,772 $1.8B 1.69% -80,328 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,884,806 $1.62B 0.39% -1,014 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,856,519 $1.61B 27.9% -36,489 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,458,757 $1.23B 29.39% +229,327 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,424,403 $1.22B 0.09% +771,936 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,370,813 $1.2B 0.27% +1,634,211 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,162,331 $1.14B 0.25% -88,686 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,944,205 $1.08B 7.05% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,458,636 $951M 7.34% +249,717 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,144,830 $864M 0.33% +86,622 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 $738M 6.63% 0 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,567,844 $706M 8.98% +453,140 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,560,845 $704M 1% +273,545 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,549,338 $701M 0.37% +114,733 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,441,886 $669M 0.18% +43,327 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,343,117 $644M 0.12% +368,498 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,310,153 $635M 1.23% +88,607 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,266,924 $623M 3.72% +1,120,527 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,217,078 $609M 0.81% +10,229 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 2,158,878 $593M 0.12% -431,476 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,007,919 $552M 1.86% +26,264 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,881,221 $517M 0.74% -70,760 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,782,954 $494M 12.8% -104,824 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 1,714,970 $471M 2.12% -47,830 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,661,421 $457M 1.75% +73,961 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,657,576 $456M 1.02% +215,142 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,631,814 $448M 0.75% +42,149 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,630,879 $448M 0.92% +56,878 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,618,346 $445M 0.6% -3,524 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,553,459 $427M 1.39% -115,671 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,549,203 $426M -175,271 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,517,901 $417M 11.69% +34,751 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,449,571 $398M 3.37% -638,204 13F-HR/A Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,444,787 $397M 29.82% +14,119 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,384,395 $380M 0.87% +203,634 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,344,381 $369M 0.93% +538,562 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,295,525 $356M 23.73% -200,426 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,274,391 $350M 13.11% +20,698 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,246,448 $343M 4% -8,418 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,233,069 $339M 34.37% -55,090 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,230,413 $338M 9.17% -14,122 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,178,714 $324M 0.02% +94,198 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,177,538 $324M 20.12% -39,774 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,132,614 $311M 0.51% -281,170 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,131,593 $311M 37.91% -4,039 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,115,124 $306M 1.85% -1,068,373 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,070,903 $294M 0.56% +58,034 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,064,573 $293M 8.74% +229,658 13F-HR Timeline NOVO HOLDINGS A/S More: the full row for NOVO HOLDINGS A/S 1,038,550 $285M 21.71% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 990,787 $272M +77,631 Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 960,904 $264M 16.57% +10,101 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 947,140 $260M 64.04% +144,800 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 902,865 $248M 1.25% +1,233 13F-HR/A Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 902,459 $248M 24.39% +23,486 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 897,227 $247M 0.13% -47,487 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 888,197 $244M 51.39% -21,833 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 887,462 $244M 0.2% -10,242 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 869,795 $239M 7.29% -34,186 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 849,423 $233M 1.17% -9,947 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 831,598 $229M 0.17% +4,847 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 824,580 $227M 23.86% +42,122 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 822,449 $226M 7.28% -3,369 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 817,618 $225M 3.29% -34,567 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 807,222 $222M 15.56% +79,300 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 790,401 $217M 14.36% +11,105 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 774,474 $213M 18.77% +22,878 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 759,147 $209M 0.4% +72,137 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 754,019 $207M 15.86% +142,913 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 742,994 $204M 1.73% +46,076 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 746,116 $197M 22.44% +8,211 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 698,547 $192M 70.74% -6,543 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 689,029 $189M 0.2% +6,223 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 685,224 $188M 0.3% +52,458 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 677,420 $186M 0.81% +75,087 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 676,280 $186M 1.48% +390,339 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 666,306 $183M 0.46% +63,334 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 663,327 $182M 0.4% -80,523 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 658,888 $181M 13.33% +11,505 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 641,133 $176M 0.93% +646 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 640,417 $176M 5.87% -7,045 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 642,752 $172M 37.8% -19,694 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 621,819 $171M -146,414 Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 615,248 $169M 3.41% -457,479 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 614,167 $169M 0.42% +22,217 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 610,711 $168M 0.17% +153,676 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 605,653 $166M 1.94% -298 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 605,509 $166M 8.73% +426,859 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 594,756 $163M 6.48% +85,007 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 586,485 $161M 4.15% +54,975 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 585,390 $161M 8.29% -311,262 13F-HR/A Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 579,090 $159M 22.09% +48,149 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 566,206 $156M 16.24% -6,950 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 563,450 $155M 4.04% +13,853 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 561,534 $154M 4.43% +2,313 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 557,902 $153M 1.23% +25,670 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 547,403 $150M 10.34% +33,784 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 533,847 $147M 9.11% +2,366 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 532,928 $146M 13.46% +3,711 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 531,912 $146M 3.83% -5,035 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 525,566 $144M 6.57% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 525,477 $144M 1.42% +14,287 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 525,477 $144M 1.42% +14,287 13F-HR/A Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 509,210 $140M 16.49% +11,004 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 509,067 $140M 0.75% -32,679 13F-HR Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 505,582 $139M -230,925 Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 498,059 $137M 13.25% +13,057 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 488,385 $134M 7.1% +19,500 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 488,320 $134M 4.41% +485,781 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 487,325 $134M 12.35% +6,022 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 484,613 $133M 1.84% +131,378 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 480,359 $132M 16.23% -11,388 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 479,273 $132M 7.95% -51,143 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 473,613 $130M 5.9% +23,419 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 470,705 $129M 14.55% -182,043 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 462,848 $127M 51.74% +6,393 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 462,156 $127M 5.94% +9,070 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 461,928 $127M -4,922 Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 460,228 $126M 29.59% +21,632 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 457,337 $126M 42.88% +17,562 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 445,644 $122M 5.39% +1,637 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 442,342 $122M 0.7% +2,965 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 442,025 $121M +23,585 Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 441,731 $121M 33.52% +19,834 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 440,978 $121M 0.4% +93 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 436,061 $120M 24.37% +13,591 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 433,914 $119M 2.23% +2,951 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 433,489 $119M 12.53% +17,660 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 430,606 $118M 24.88% +3,406 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 418,272 $114M 0.1% +75,393 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 416,422 $114M 0.15% new 13F-HR/A Timeline Group LHM, INC. More: the full row for LHM, INC. 414,551 $114M 37.77% -7,213 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 410,800 $113M 10.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 397,465 $109M 8.05% +19,867 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 394,083 $108M 0.64% -10,491 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 393,124 $108M 14.04% +53,550 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 396,108 $106M 3.65% +64,025 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 385,697 $106M 16.91% +1,138 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 379,212 $104M 49.1% -11,492 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 377,067 $104M 30.47% +6,985 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 372,886 $102M 14.82% -958 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 369,452 $102M 6.61% -2,525 13F-HR/A Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 365,227 $100M 27.75% -1,837 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 363,202 $99.8M 15.22% +17,258 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 368,824 $99.1M 8.08% +11,041 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 359,443 $98.8M 0.75% -19,465 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 355,898 $97.8M 6.17% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 353,786 $97.2M 0.58% +26,281 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 353,392 $97.1M 5.58% +15,704 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 350,519 $96.3M 25.18% -277 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 340,859 $93.7M 1.4% +71,961 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 340,337 $93.5M 33.37% +5,628 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 338,846 $93.1M 9.11% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 337,573 $92.8M 0.88% +34,723 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 337,123 $92.7M 0.59% +10,625 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 336,973 $92.6M 0.2% -6,704 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 332,335 $91.3M 2.29% +754 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 329,869 $90.7M 59.21% +21,992 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 329,573 $90.6M 2.23% -7,806 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $89.7M 22.06% 0 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 322,721 $88.7M 50.07% -2,404 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 362,166 $88.3M 0.19% +15,299 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 321,022 $88.2M 5.97% +12,617 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 317,733 $87.3M 36.53% -1,259 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 333,135 $87.2M 4.47% -2,972 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 316,131 $86.9M 0.98% -5,093 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 311,877 $85.7M 3.44% +753 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $85.5M 3.67% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 306,964 $84.4M 0.63% -55,096 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 306,507 $84.2M 33.47% +7,721 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 305,293 $83.9M 3.38% +755 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 301,826 $83M 31.08% -6,430 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 300,339 $82.5M 65.58% -3,242 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 298,999 $82.2M 4.44% +15,634 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 295,999 $81.4M 35.66% -26,197 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 292,320 $80.3M 5.24% +20,137 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 290,076 $79.7M 0.22% -52,798 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 288,399 $79.3M 0.33% +12,920 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 279,885 $78.8M +5,651 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 286,290 $78.7M 2.52% +205,168 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 285,862 $78.6M -2,314 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 282,525 $77.6M 2.49% -32,639 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 281,118 $77.3M 1.55% +8,973 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 278,262 $76.5M 8.6% +4,421 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 275,050 $75.6M 2.12% -1,917 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 273,832 $75.3M 1.74% -8,604 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 273,361 $75.1M 13.57% +7,939 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 272,668 $74.9M 2.47% -301 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 272,201 $74.8M 29.75% 13F-HR Timeline