VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 62,629,224 $21B +2,291,781 Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 47,480,849 $15.5B -281 Timeline Betterment LLC More: the full row for Betterment LLC 25,171,575 $8.44B 16.08% -610,825 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,025,283 $6.04B 13.51% +163,272 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/ 14,185,248 $4.76B 0.35% +243,136 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 14,079,780 $4.72B 1.29% +277,939 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,792,394 $4.62B 0.28% -13,206 13F-HR/A Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 12,394,779 $4.16B 36.72% +32,017 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,712,922 $3.26B 0.42% +184,429 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,495,987 $2.85B 11.7% +32,458 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,648,161 $2.76B 17.9% +96,255 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,327,320 $2.12B -34,591 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,067,010 $2.03B 1.46% -137,259 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,658,856 $1.9B 26.65% -422,868 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,644,791 $1.89B 0.37% +2,398 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,863,654 $1.63B 0.11% -168,878 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,852,437 $1.63B 30.72% +142,074 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,100,548 $1.37B +10,602 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,715,482 $1.25B 6.97% +68,138 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 $1.23B 6.39% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,252,250 $1.09B 1.19% +23,277 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,055,143 $1.02B 0.18% +95,777 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,051,164 $1.02B +629,819 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,013,092 $1.01B 0.31% +163,384 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 $901M 6.61% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,633,443 $883M 1.29% -106,933 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,539,532 $851M 9.02% -25,646 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,421,782 $812M 4.62% +77,849 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,378,679 $797M 0.11% -4,219 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,356,186 $790M 0.43% -102,822 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,320,304 $778M 1.04% -231,019 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,164,451 $743M 13.14% +188,623 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,184,878 $734M 0.17% -53,012 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,184,391 $732M 0.8% +1,799 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,171,354 $728M 1.02% +282,160 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,113,640 $715M 39.4% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,079,849 $697M 1.84% -27,022 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,079,574 $697M 0.82% -19,203 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 2,067,920 $693M 0.12% -42,860 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,052,515 $688M 1.05% +55,419 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,934,322 $645M 0.88% +205,158 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,876,008 $629M 0.92% +165,135 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,788,055 $600M 0.71% -9,817 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,726,016 $579M 9.47% +31,197 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,661,237 $557M 8.18% +18,370 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,656,574 $555M 1.5% +94,754 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,582,521 $539M 1.72% +10,072 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,469,102 $493M 31.23% +6,343 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,433,710 $481M 8.77% +59,358 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,429,668 $479M 8.29% -539,820 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,362,317 $457M 0.02% +66,599 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,343,296 $450M 13.62% +13,248 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,327,915 $445M 16.48% +67,841 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,226,403 $411M 0.22% +327,757 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,221,479 $410M 29.69% +171,156 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,197,664 $402M 1.2% +109,235 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,192,078 $400M 8.99% -16,803 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,151,030 $386M 16.53% -16,258 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,139,796 $382M 1.8% -20,444 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 1,138,050 $382M 67.15% -16,045 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,113,796 $373M 4.55% -66,734 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,108,737 $372M 36.79% -2,045 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,082,504 $369M 0.5% +4,271 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,094,768 $367M 36.44% -43,994 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,068,311 $358M 0.64% +112,734 13F-HR/A Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 1,029,480 $345M 10.43% +95,126 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,020,316 $342M 0.7% -9,171 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 987,621 $331M 2.64% -1,021,823 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 977,006 $328M 0.01% +566,436 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 957,838 $321M 17.11% +12,842 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 943,855 $316M 0.13% +10,757 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 909,419 $305M -8,995 Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 894,507 $300M 6.33% +14,955 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 876,258 $294M 0.46% +68,019 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 860,884 $289M 52.94% -13,742 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 820,567 $275M 8.04% -1,425 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 819,717 $275M 1.17% +12,398 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 807,309 $271M 1.04% +23,557 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 795,893 $267M 14.67% -62,766 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 790,500 $265M 3.09% +103,000 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 789,011 $265M 0.5% +89,947 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 788,902 $264M 24.29% -18,227 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 763,829 $261M 24.04% -228 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 777,828 $261M 0.52% +119,591 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 763,393 $256M 18.25% +3,318 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 761,488 $255M 0.16% -96,626 13F-HR/A Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 746,351 $250M 14.63% -6,208 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 742,991 $249M 1.75% +243,167 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 734,559 $246M 0.22% +11,498 13F-HR Timeline Group West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 728,924 $244M 46.29% +259,323 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 725,519 $243M 0.32% -24,017 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 720,637 $242M 17.87% +50,118 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 720,206 $241M 5.02% +585,533 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 715,133 $240M 3.24% +41,619 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 691,631 $232M 1.7% +9,567 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 688,831 $231M 4.56% +223,762 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 673,618 $226M 2.81% -25,852 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 670,274 $225M 10.05% +17,398 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 669,718 $225M 37.06% +3,053 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 667,254 $224M 71.74% -6,447 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 652,137 $219M +47,221 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 643,191 $216M 0.13% +87,515 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 632,468 $212M 4.08% +44,816 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 626,608 $210M 11.75% -62,664 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 623,443 $209M 0.91% -16,811 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 598,163 $201M 2.22% -10,398 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 593,548 $199M 5.12% -6,447 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 587,923 $197M 6.08% +376,923 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 585,375 $196M 0.19% +34,819 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 581,804 $195M 12.75% +12,230 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 579,358 $194M 21.53% +12,369 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 563,822 $189M 17.33% +4,916 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 550,273 $184M 45.45% +210,827 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 547,888 $184M 6.85% -2,070 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 540,662 $181M 33.84% +24,041 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 540,160 $181M 15.61% +1,545 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 529,750 $178M 7.25% +3,591 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 527,290 $177M 1.34% -45,774 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 520,919 $175M 16.63% -2,176 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 509,439 $171M 0.81% 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 508,271 $170M 5.63% +11,034 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 508,061 $170M 24.95% +57,561 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 494,894 $166M 9.78% -11,668 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 492,560 $165M 3.54% +1,054 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 486,187 $163M 0.95% -7,615 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 481,663 $161M 5.23% +471,279 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 479,820 $161M 0.39% +10,430 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 465,364 $156M 53.58% -4,630 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 464,488 $156M 12.83% +1,462 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 458,478 $154M 12.8% +14,857 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 457,922 $154M 32.37% +1,137 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 451,913 $149M 0.59% +5,344 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 444,277 $149M 5.2% -32,856 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 425,885 $145M 5.03% +28,965 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 431,347 $145M 26.51% +320 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 426,743 $143M -8,283 Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 425,959 $143M -10,445 Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 420,303 $141M 13.82% +602 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 420,148 $141M 0.51% +20,431 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 417,067 $140M 7.42% +2,769 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 416,656 $140M 18.31% +116 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 416,102 $140M 0.85% -136,741 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 414,424 $139M 25.65% +61,191 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 408,161 $137M 17.49% +5,902 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 404,365 $136M 0.23% +25,310 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 403,542 $135M 0.78% +8,693 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400,528 $134M 0.09% -411,468 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 393,707 $132M 0.9% +12,831 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 386,330 $130M 15.23% -4,703 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 385,345 $129M 32.52% +865 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 382,593 $128M 0.24% -3,331 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 375,633 $126M 7.35% -9,252 13F-HR/A Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 370,979 $124M 50.75% -10,796 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 358,134 $120M 8.95% -6,118 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 354,860 $119M 1.53% -4,650 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 352,810 $118M 10.43% -42,152 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 348,344 $117M 33.32% +1,788 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 346,176 $116M 0.04% +72,139 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 344,071 $115M 4.07% +18,732 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 344,018 $115M 24.21% -4,086 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 342,653 $115M 4.23% +303 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 341,318 $114M 25.18% -3,655 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 338,130 $113M 0.3% +46,657 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 337,826 $113M 42.14% -52,821 13F-HR Timeline Bell Bank More: the full row for Bell Bank 333,970 $112M 4.79% -9,923 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 331,634 $111M 5.44% -4,773 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 331,482 $111M 0.06% -11,300 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 330,625 $111M 4.34% +6,691 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 330,541 $111M 0.71% +21,094 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 329,545 $110M 9.39% -77,000 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 328,228 $110M 5.44% +1,974 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 328,132 $110M 2.24% -19,274 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 326,639 $110M 32.34% -1,253 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $109M 18.16% 0 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 324,216 $109M 0.34% -17,845 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 323,846 $109M 2.13% -3,186 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 322,814 $108M -12,385 Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 322,570 $108M 6.27% +267 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 320,146 $107M 4.96% -4,072 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 318,841 $107M 2.92% -5,142 13F-HR Timeline Busey Bank More: the full row for Busey Bank 317,120 $106M 2.8% +3,721 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 315,825 $106M 1.09% +191,125 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 315,628 $106M 0.86% +54,430 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $104M 3.25% 0 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 306,061 $103M 60.55% +21,334 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 305,780 $103M 32.44% -5,270 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 305,158 $102M 1.87% +7,466 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 305,016 $102M 0.82% -91,256 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 304,945 $102M +1,521 Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 303,679 $102M 0.15% -316,585 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 298,481 $101M +269,411 Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 300,316 $101M 0.31% new 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 299,177 $100M 40.21% +12,216 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 298,078 $99.9M 0.15% +39,274 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 297,275 $99.7M 1.43% -3,825 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 295,388 $99M 3.65% +915 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 285,723 $95.8M 0.72% 13F-HR/A Timeline Group AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 284,368 $95.3M 67.38% -5,760 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 283,195 $94.9M 0.38% -6,037 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 283,018 $94.9M 50.79% +2,714 13F-HR Timeline