VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 60,337,443 $19.8B +1,562,401 Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 47,481,130 $15.5B +47,479,203 Timeline Betterment LLC More: the full row for Betterment LLC 25,782,400 $8.46B 16.72% -521,287 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,862,011 $5.86B 13.76% +666,450 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/ 13,942,112 $4.58B 0.34% +445,712 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,805,600 $4.53B 0.27% +185,286 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,801,841 $4.53B 1.32% +284,643 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 12,362,762 $4.06B 37.6% +9,903 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,528,493 $3.13B 0.4% -105,516 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,463,529 $2.78B 12.29% +123,771 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,551,906 $2.68B 18.21% +784,397 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,361,911 $2.09B -140,046 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,204,269 $2.04B 1.56% -146,894 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,081,724 $2B 27.71% +106,908 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,642,393 $1.85B 0.38% -35,166 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,032,532 $1.65B 0.11% -205,111 13F-HR/A Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,710,363 $1.55B 30.7% +82,937 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,089,946 $1.34B 0.26% -80,721 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 $1.2B 6.64% -281,200 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,647,344 $1.2B 7.3% +92,108 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,228,973 $1.06B 1.23% +328,444 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,959,366 $971M 0.17% +26,618 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,849,708 $935M 0.3% -192,398 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,740,376 $890M 1.25% +1,256,924 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 $882M 6.69% 0 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,565,178 $842M 9.18% -144,282 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,551,323 $837M 1.08% +104,868 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,459,008 $807M 0.49% -90,471 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,421,345 $800M +374,421 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,382,898 $782M 0.11% +54,706 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,343,933 $769M 4.67% +716,582 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,237,890 $735M 0.17% -23,926 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,182,592 $716M 0.81% +464,864 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,110,780 $693M 0.12% -23,395 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,106,871 $691M 1.9% +66,509 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,098,777 $689M 0.82% -46,053 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,009,444 $659M 3.45% +37,140 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,997,096 $655M 1.09% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,975,828 $648M 13.42% +80,460 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,969,488 $646M 11.26% +1,186,140 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,889,194 $620M 0.81% -6,250 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,797,872 $590M 0.76% +23,690 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,729,164 $567M 0.89% +552,213 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,710,873 $561M +23,421 Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,694,819 $556M 10.2% +1,054,550 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,642,867 $539M 8.23% -5,576 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,572,449 $516M 1.72% -82,122 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,561,820 $513M 1.42% -37,401 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,462,759 $480M 31.31% +2,662 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,374,352 $451M 8.77% +64,303 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,330,048 $436M 13.7% +5,849 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,295,718 $425M 0.02% +68,148 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,260,074 $414M 16.78% +147,379 13F-HR/A Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,208,881 $397M 9.23% -8,391 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,180,530 $387M 4.86% -12,405 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,167,288 $383M 17.85% -38,840 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,160,240 $381M 1.87% -5,623 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 1,154,095 $379M 83.23% +111,955 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,138,762 $374M 37.94% -43,609 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,110,782 $365M 37.19% -3,483 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,088,429 $357M 1.08% +352,150 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,078,233 $355M 0.54% -412 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,050,323 $345M 26.93% +181,299 13F-HR Timeline NOVO HOLDINGS A/S More: the full row for NOVO HOLDINGS A/S 1,038,550 $341M 21.97% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,029,487 $338M 0.72% -29,903 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 955,577 $314M 0.61% +329,026 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 944,996 $310M 16.81% +2,720 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 934,354 $307M 9.62% +122,520 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 933,098 $306M 0.13% +22,344 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 918,414 $301M -11,903 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 898,646 $295M 0.19% +229,303 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 886,410 $291M 1.14% +9,150 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 874,626 $287M 52.94% -8,626 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 858,659 $282M 15.94% -12,436 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 858,114 $282M 0.19% -59,585 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 879,552 $280M 6.89% 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 821,992 $270M 7.69% -12,858 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 811,996 $266M 0.18% -20,918 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 807,319 $266M 1.17% +19,061 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 808,239 $265M 0.43% +21,108 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 807,129 $265M 24.3% -94,933 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 783,752 $257M 0.98% +25,159 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 764,090 $251M 1.07% +28,766 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 764,057 $251M 24.12% +3,200 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 760,075 $249M 18.37% -3,540 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 752,559 $247M 14.9% +8,036 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 749,536 $246M 0.33% +26,964 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 723,061 $237M 0.22% +25,776 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 699,470 $230M 2.93% -12,467 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 699,064 $229M 0.47% +5,969 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 689,272 $226M 13.99% -37,137 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 687,500 $226M 3.03% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 682,064 $224M 1.74% +188,569 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 673,701 $221M 71.52% -5,634 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 673,514 $221M 4.21% -600,252 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 670,519 $220M 19.66% +20,274 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 666,665 $219M 36.79% -10,163 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 658,237 $216M 0.59% +361,070 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 652,876 $214M 9.9% +10,998 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 640,254 $210M 0.92% -1,318 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 620,264 $204M 0.31% +121,819 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 608,561 $200M 2.22% +2,840 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 604,916 $199M -52,384 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 599,995 $197M 5.04% -24,297 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 587,652 $193M 4.03% +9,060 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 573,064 $188M 1.49% +69,211 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 569,574 $186M 13.03% +20,439 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 566,989 $186M 21.81% -3,331 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 558,906 $183M 17.05% -6,529 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 555,676 $182M 0.12% +61,311 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 552,843 $181M 1.16% +191 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 550,556 $181M 0.19% +24,595 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 549,958 $180M 7.33% +3,942 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 538,615 $177M 11.69% +2,200 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 526,159 $173M 7.27% +3,595 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 523,095 $172M 16.55% +6,113 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 518,887 $170M 5.67% +3,141 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 516,621 $170M 34.05% +21,711 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 511,928 $168M 0.81% -7,726 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 506,562 $166M 9.95% -13,261 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 499,824 $164M 1.39% +177,859 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 497,237 $163M 5.89% +15,888 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 493,802 $162M 0.9% -4,720 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 491,506 $162M 3.79% -15,857 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 477,133 $157M 5.69% +10,848 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 469,994 $154M 54.19% +5,002 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 469,601 $154M 40.53% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 469,390 $154M 0.41% -5,913 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 463,026 $152M 11.67% -47,547 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 461,768 $152M 15.62% -31,547 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 465,069 $152M 3.37% +34,926 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 456,785 $150M 32.56% -7,220 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 450,500 $148M 25.09% +6,982 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 446,569 $147M 0.6% +27,464 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 443,621 $146M 12.85% +830 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 436,404 $143M -11,068 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 435,026 $143M +3,292 Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 431,027 $141M 26.81% -2,177 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 419,701 $138M 13.83% +8,023 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 416,540 $137M 18.53% +20,114 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 414,298 $136M 7.79% +13,984 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 410,570 $135M <0.01% +7,058 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 406,545 $133M 13.01% -93,105 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 402,259 $132M 17.44% +7,789 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 399,717 $131M 0.6% +3,708 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 396,920 $131M 4.86% +30,556 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 396,272 $130M 1.2% +25,304 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 394,962 $130M 8.79% +6,418 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 394,849 $130M 0.81% +39,267 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 390,647 $129M 42.52% -10,491 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 391,033 $128M 15.4% -1,648 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 385,924 $127M 0.24% +1,811 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 384,885 $126M 7.12% +1,021 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 384,480 $126M 31.9% +7,343 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 381,775 $125M 50.78% -1,213 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 380,876 $125M 0.92% +20,478 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 379,055 $124M 0.21% +1,232 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 364,252 $120M 9.26% +11,781 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 359,510 $118M 1.57% +1,650 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 353,233 $116M 30.09% +49,335 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 348,104 $114M 24.07% -2,091 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 347,406 $114M 2.33% +19,477 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 346,556 $114M 33.75% -85 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 344,973 $113M 25.73% -7,723 13F-HR Timeline Bell Bank More: the full row for Bell Bank 343,893 $113M 4.89% -2,141 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 342,782 $112M 0.07% +84,530 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 342,350 $112M 4.1% -914 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 342,061 $112M 0.41% +11,794 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 339,446 $111M 36.4% +37,319 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 336,407 $110M 5.58% -22,065 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 335,199 $110M +22,642 Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 327,892 $108M 35.03% +1,977 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 327,032 $107M 2.24% -2,169 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $107M 19.57% 0 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 326,254 $107M 5.35% +1,135 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 325,339 $107M 5.27% +16,994 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 324,218 $106M 5.26% -32,040 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 323,983 $106M 3.91% +13,893 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 323,934 $106M 4.52% +9,611 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 322,303 $106M 6.34% +3,407 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 316,036 $104M 4.24% -671 13F-HR Timeline Busey Bank More: the full row for Busey Bank 313,399 $103M 2.87% +2,899 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 311,050 $102M 32.9% +116 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $102M 3.18% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 309,447 $102M 0.66% -6,560 13F-HR/A Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 307,139 $101M 12.62% -33,844 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 303,424 $99.6M +7,404 Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 301,100 $98.8M 1.48% +8,922 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 297,692 $97.7M 1.93% +2,631 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 294,473 $96.6M 2.32% +16,008 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 291,473 $95.7M 0.25% +21,135 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 290,128 $95.2M 64.85% -3,473 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 289,232 $94.9M 0.36% -13,790 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 286,961 $94.2M 40.51% +7,332 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 284,727 $93.4M 58.59% -60,302 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 283,883 $93.2M 37.99% -10,190 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 280,811 $92.2M 2.25% +5,191 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 280,304 $92M 49.54% +7,859 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 274,037 $89.9M 0.03% +36,034 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 270,670 $88.8M 41.49% 13F-HR Timeline