VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 58,775,042 $17.9B +2,851,898 Timeline Betterment LLC More: the full row for Betterment LLC 26,303,687 $7.99B 17.02% +209,074 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,195,561 $5.23B 13.46% +1,224,122 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,620,314 $4.14B 0.27% +231,129 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,517,198 $4.11B 1.37% +520,478 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,496,400 $4.1B 0.33% +321,716 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 12,352,859 $3.75B 37.81% +895,647 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,634,009 $2.93B 0.4% -129,658 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,339,758 $2.53B 12.16% +156,244 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,767,509 $2.36B 18.89% -690,926 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,501,957 $1.98B -166,667 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,351,163 $1.93B 1.65% -188,609 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,974,816 $1.82B 27.36% +118,297 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,677,559 $1.73B 0.38% -207,247 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,237,643 $1.59B 0.11% +813,240 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,627,426 $1.41B 30.34% +168,669 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,170,667 $1.27B 0.26% +8,336 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,944,205 $1.2B 7.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,555,236 $1.08B 7.41% +96,600 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 3,514,970 $1.07B 4.14% +1,800,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,042,106 $925M 0.32% -102,724 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,932,748 $891M 0.17% -1,438,065 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,900,529 $882M 1.49% +590,376 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,709,460 $824M 9.13% +141,616 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 2,686,800 $817M 6.61% 0 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. 2,549,479 $775M 0.5% +141 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,446,455 $744M 0.98% -114,390 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,328,192 $708M 0.11% -14,925 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,261,816 $688M 0.17% -180,070 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,144,830 $652M 0.82% -72,248 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 2,134,175 $649M 0.12% -24,703 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,046,924 $622M +497,721 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,040,362 $620M 1.89% +32,443 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,972,304 $599M 3.37% -294,620 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,895,368 $589M 13.39% +112,414 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,895,444 $576M 0.76% +14,223 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,774,182 $539M 0.78% +142,368 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,717,728 $522M 0.65% +99,382 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,687,452 $513M +56,573 Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,654,571 $503M 1.8% -6,850 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,648,443 $503M 11.36% +130,542 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,627,351 $495M 3.55% +177,780 13F-HR/A Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,599,221 $486M 1.46% +45,762 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,483,452 $451M 0.8% -174,124 13F-HR/A Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,460,097 $444M 30.72% +15,310 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,324,199 $402M 13.78% +49,808 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,310,049 $398M 8.79% +245,476 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,301,321 $396M 3.83% +1,234,445 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,273,766 $387M 5.59% +687,281 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,227,570 $373M 0.02% +48,856 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,217,272 $370M 9.21% -13,141 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,206,128 $367M 20.3% +28,590 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,192,935 $363M 4.82% -53,513 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,182,371 $359M 37.99% -50,698 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,176,951 $358M 0.48% +44,337 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,165,863 $354M 1.91% +50,739 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,114,265 $339M 37.18% -17,328 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,112,695 $338M 15.78% +527,305 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,078,645 $332M 0.55% +7,742 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,059,390 $322M 0.76% +769,314 13F-HR Timeline Group Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 1,042,140 $317M 82.96% +95,000 13F-HR Timeline Group NOVO HOLDINGS A/S More: the full row for NOVO HOLDINGS A/S 1,038,550 $316M 22.28% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 942,276 $286M 16.6% -18,628 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 930,317 $283M -60,470 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 917,699 $279M 0.2% +30,237 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 910,754 $277M 0.14% +13,527 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 902,062 $274M 24.72% -397 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 883,252 $268M 53% -4,945 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 877,260 $267M 1.14% -25,605 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 871,095 $265M 15.73% +63,873 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 869,024 $265M 24.04% +44,444 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 834,850 $254M 7.7% +12,401 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 832,914 $253M 0.18% +1,316 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 811,834 $247M 8.55% +217,078 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 788,258 $240M 1.2% -61,165 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 787,131 $239M 0.42% +27,984 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 783,348 $238M 4.31% +168,100 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 760,857 $234M 23.84% +14,741 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 763,615 $232M 18.6% -10,859 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 758,593 $231M 0.91% +81,173 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 744,523 $226M 15.37% +85,635 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 736,279 $224M 1.37% +59,999 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 735,324 $223M 1.46% -7,670 13F-HR Timeline Group Investure, LLC More: the full row for Investure, LLC 726,409 $221M 16.83% -63,992 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 722,572 $220M 0.32% +37,348 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 711,937 $216M 2.97% -105,681 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 697,285 $212M 0.21% +8,256 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 693,095 $211M 0.47% +26,789 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 679,335 $206M 71.12% -19,212 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 676,828 $206M 37.06% +34,076 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 669,343 $203M 0.17% +58,632 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 657,300 $200M +35,481 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 650,245 $198M 19.18% -103,774 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 641,572 $195M 0.88% +439 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 641,878 $195M 9.49% +36,369 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 640,269 $195M 4.29% +78,735 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 626,551 $192M 0.42% +12,384 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 624,292 $190M 5.46% -16,125 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 605,721 $184M 2.01% +68 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 578,592 $176M 4.14% +15,142 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 572,751 $174M 16.84% +6,545 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 570,320 $173M 21.63% -8,770 13F-HR/A Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 565,435 $172M 16.94% +94,730 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 552,652 $168M 1.18% -5,250 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 549,135 $167M 13.26% +16,207 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 546,016 $166M 7.66% +57,631 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 536,415 $163M 9.98% +2,568 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 525,961 $160M 0.19% +109,539 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 522,564 $159M 7.01% +60,408 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 515,746 $158M 6.3% -9,820 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 519,823 $158M 10.21% -27,580 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 519,654 $158M 0.8% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 516,982 $157M 17% +7,772 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 510,573 $155M 13.41% +12,514 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 507,363 $155M 3.88% -24,549 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 503,853 $153M 1.82% +19,240 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 499,650 $152M 13.96% +160,804 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 498,522 $152M 0.87% +56,180 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 498,445 $151M 0.27% -164,882 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 494,910 $150M 34.64% +53,179 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 493,495 $150M 1.28% -31,982 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 494,365 $150M 0.11% +76,093 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 493,315 $150M 16.71% +12,956 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 481,349 $146M 5.95% +7,736 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 475,303 $144M 0.42% +34,325 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 469,601 $143M 43.05% +12,264 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 466,285 $142M 5.71% +20,641 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 464,992 $141M 53.3% +2,144 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 464,005 $141M 32.35% +3,777 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 447,472 $136M +5,447 Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 443,518 $135M 24.71% +7,457 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 442,791 $135M 12.84% +9,302 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 433,204 $132M 26.36% +2,598 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 430,143 $131M 3.56% +34,035 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 431,734 $131M -30,194 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 419,105 $128M 0.67% +25,022 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 411,678 $125M 13.56% +138,317 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 403,512 $123M <0.01% +306,363 13F-HR Timeline Group LHM, INC. More: the full row for LHM, INC. 401,138 $122M 40.52% -13,413 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 401,550 $122M 2.17% -32,364 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 400,314 $122M 7.92% +2,849 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 396,426 $120M 17.53% +10,729 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 396,009 $120M 0.62% +42,223 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 394,470 $120M 16.92% +31,268 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 392,681 $119M 15.59% +19,795 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 384,113 $117M 0.23% +47,140 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 383,864 $117M 6.95% +14,412 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 382,988 $116M 50% +3,776 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 388,544 $116M 8.59% +19,720 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 377,823 $115M 0.21% +15,657 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 377,137 $115M 30.97% +70 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 370,968 $113M 1.26% +30,109 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 366,364 $113M 4.81% +33,229 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 360,398 $110M 0.9% +22,825 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 358,472 $109M 6% -120,801 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 357,860 $109M 1.57% +123,140 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 356,258 $108M 5.81% +360 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 355,582 $108M 0.75% -3,861 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 352,471 $107M 9.23% +74,209 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 352,696 $107M 25.6% -12,531 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 350,195 $106M 21.89% -324 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 346,641 $105M 33.52% +6,304 13F-HR Timeline Bell Bank More: the full row for Bell Bank 346,034 $105M 4.9% +187,349 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 345,029 $105M 61.93% +15,160 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 343,264 $104M 4.07% +31,387 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 340,983 $104M 13.8% -52,141 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 330,267 $100M 0.44% -6,856 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 329,201 $100M 2.31% -372 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 327,929 $99.7M 2.17% -4,406 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 327,890 $99.7M 51% +5,169 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 325,915 $99.4M 35.99% +8,182 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $99.2M 20.37% 0 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 325,119 $98.8M 5.21% -28,273 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 321,965 $97.9M 1.02% +5,834 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 318,896 $96.9M 6.15% -2,126 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 316,707 $96.3M 4.29% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 316,007 $96M 0.66% +9,043 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 314,323 $95.5M 4.72% +15,324 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 312,557 $95M +26,695 Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 310,934 $94.5M 32.69% +9,108 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $94.5M 3.37% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 310,500 $94.4M 2.88% +304,235 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 310,090 $94.2M 3.29% +4,797 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 308,345 $93.7M 5.77% +16,025 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 303,898 $92.3M 29.62% +31,697 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 303,022 $92.1M 0.36% +14,623 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 302,127 $91.8M 36.21% -4,380 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 297,167 $90.3M 0.39% +86,415 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 296,020 $90M +16,135 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 295,061 $89.7M 2.23% +8,771 13F-HR/A Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 294,073 $89.4M 38.11% -1,926 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 293,601 $89.2M 66.85% -6,738 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 292,178 $88.8M 1.49% +11,060 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 282,434 $85.8M 0.47% +15,011 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 281,812 $85.7M 0.14% +46,388 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 281,785 $85.6M 5.23% +76,203 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 279,629 $85M 40.32% +11,963 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 278,465 $84.6M 2.29% -4,060 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 275,620 $83.8M 2.2% +570 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 273,493 $83.1M 0.91% +5,957 13F-HR Timeline