Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 94,960,334 $31.1B +47,479,485 Timeline VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 66,727,371 $21.4B +66,720,196 Timeline Betterment LLC More: the full row for Betterment LLC 24,526,707 $7.87B 14.9% -644,868 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,969,445 $5.76B 12.65% -55,838 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,341,153 $4.6B 0.28% +548,759 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/ 14,287,409 $4.58B 0.34% +102,161 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 12,935,073 $4.15B 35.97% +540,294 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 10,325,305 $3.31B 0.88% -3,754,475 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,715,051 $3.12B 0.41% +2,129 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,504,378 $2.73B 11.09% +8,391 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,726,405 $2.66B 17.28% +78,244 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,527,612 $2.09B +200,292 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,120,710 $1.96B 1.33% +53,700 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,733,299 $1.84B 0.37% +88,508 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,541,921 $1.78B 24.75% -116,935 13F-HR Timeline Narodna banka Slovenska More: the full row for Narodna banka Slovenska 5,654,304 $1.76B 58.71% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,998,917 $1.6B 30.44% +146,480 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,769,230 $1.53B +668,682 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,704,927 $1.47B 0.1% -158,727 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,787,743 $1.22B 6.81% +72,261 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 $1.18B 6.23% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,364,602 $1.08B 1.15% +112,352 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,342,254 $1.07B +291,090 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,952,890 $947M 0.29% -60,202 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,922,098 $937M 0.18% -133,045 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,904,307 $932M 0.12% +525,628 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 $862M 6.64% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,623,638 $842M 1.23% -9,805 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,603,399 $835M 8.85% +63,867 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,597,185 $833M 4.03% +175,403 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,661,390 $830M 33.99% +547,750 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,337,078 $750M 0.43% -19,108 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,237,801 $718M 0.76% +53,410 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,231,332 $716M 12.4% +66,881 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,209,084 $709M 1.16% +37,730 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 2,131,033 $684M +255,025 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,131,861 $684M 1.76% +52,012 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,070,334 $664M 0.98% +17,819 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,115,013 $656M 0.8% +35,439 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,969,033 $632M 0.88% -351,271 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,917,767 $615M 0.14% -267,111 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,944,482 $605M 0.87% +10,160 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,854,681 $595M 0.69% +66,626 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 1,735,083 $557M 0.1% -332,837 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,731,717 $556M 7.08% +70,480 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,715,461 $550M 8.78% -10,555 13F-HR/A Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,639,763 $526M 1.77% +57,242 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,574,393 $505M 8.76% +140,683 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,486,043 $477M 0.03% +123,726 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,466,525 $470M 30.05% -2,577 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,396,012 $448M 13.33% +52,716 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,391,096 $446M 0.2% +164,693 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,301,303 $417M 1.08% -355,271 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,259,916 $404M 29.56% +38,437 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 1,233,045 $396M 34.27% +94,995 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,218,091 $391M 1.81% +20,427 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,178,270 $378M 8.43% -13,808 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,175,472 $377M 1.77% +35,676 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,119,760 $375M 10.67% +90,280 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,124,957 $361M 15.51% -26,073 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,117,965 $359M 36.18% +9,228 13F-HR Timeline West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 1,111,047 $356M 35.02% +382,123 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,103,126 $354M 0.63% +34,815 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,085,614 $348M 34.83% -9,154 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,083,783 $348M 4.02% -30,013 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,083,012 $347M 0.01% +106,006 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,034,035 $332M 0.68% +13,719 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,026,467 $329M 1.75% +283,476 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 969,473 $311M 0.13% +25,618 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 969,374 $311M 16.75% +11,536 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 963,010 $309M 2.43% -24,611 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 958,394 $307M +48,975 Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 960,162 $299M 12.97% -367,753 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 903,864 $290M 0.45% +27,606 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 900,091 $289M 0.48% +122,263 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 891,081 $286M 6.94% -3,426 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 860,804 $276M 1.2% +41,087 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 851,601 $273M 50.85% -9,283 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 850,500 $273M 3.18% +60,000 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 773,864 $268M 24.02% +10,035 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 833,032 $267M 1.06% +25,723 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 826,600 $265M 7.68% +6,033 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 823,228 $264M +171,091 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 817,443 $262M 0.16% +55,955 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 810,869 $260M 0.35% +85,350 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 806,789 $259M 2.87% +91,656 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 799,543 $256M 0.45% +10,532 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 730,033 $256M 3.8% +41,202 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 797,187 $256M 22.74% +8,285 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 789,042 $253M 5.52% +68,836 13F-HR Timeline Group Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 779,153 $250M 73.94% +111,899 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 774,422 $248M 13.38% -21,471 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 770,559 $247M 18.03% +7,166 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 675,470 $245M 6.87% +591,790 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 759,045 $244M 18.21% +38,408 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 773,538 $243M 0.12% +130,347 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 740,556 $238M 13.79% -5,795 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 738,795 $237M 0.22% +4,236 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 714,989 $229M +288,246 Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 682,240 $219M 9.75% +11,966 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 668,053 $216M 35.36% -1,665 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 661,433 $212M 0.2% +76,058 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 657,184 $211M 2.64% -16,434 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 648,887 $208M 3.84% +16,419 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 645,651 $207M 10.16% +19,043 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 629,686 $202M 1.72% -61,945 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 611,956 $196M 12.04% +30,152 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 607,324 $195M 0.87% -16,119 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 601,790 $193M 8.89% +409,387 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 594,697 $191M 2.36% -3,466 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 594,030 $191M 15.78% +30,208 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 587,923 $189M 6.26% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 583,858 $187M 33.44% +43,196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 582,137 $187M 20.66% +2,779 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 581,046 $186M 5.11% -12,502 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 563,420 $181M 6.25% +15,532 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 552,439 $177M 0.15% +248,760 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 542,873 $174M 1.59% +401,058 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 541,481 $174M 14.7% +1,321 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 539,110 $173M 45.34% -11,163 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 536,189 $172M 7.15% +6,439 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 529,490 $170M 1.28% +2,200 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 524,833 $168M 5.58% +16,562 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 515,234 $165M 0.94% +111,692 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 514,573 $165M 15.73% -6,346 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 509,226 $163M 0.8% -213 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 507,231 $163M 24% -830 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 500,692 $161M 3.5% +8,132 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 496,922 $159M 0.75% +10,735 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 475,275 $159M 5.11% +49,390 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 487,405 $156M 9.66% -7,489 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 480,023 $154M +54,064 Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 478,643 $154M 12.28% +14,155 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 466,024 $150M 14.47% 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 463,348 $149M 31.11% +5,426 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 462,359 $148M 5.05% +18,082 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 457,854 $147M 12.07% -624 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 455,873 $146M 0.41% -23,947 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 451,671 $145M 51.1% -13,693 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 451,161 $145M 0.57% -752 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 431,499 $138M 17.6% +14,843 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 430,220 $138M 13.67% +9,917 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 418,114 $134M 9.39% +1,047 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 414,124 $133M 17.21% +5,963 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 393,420 $132M 0.85% -287 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 202,435 $132M 33.03% +71,509 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 407,604 $131M 0.79% -8,498 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 400,852 $129M 0.17% 13F-HR Timeline Group Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 397,278 $127M 26.3% -17,146 13F-HR Timeline Rainwater Charitable Foundation More: the full row for Rainwater Charitable Foundation 394,751 $127M 65.39% +88,690 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 390,811 $125M 31.83% +5,466 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 388,171 $125M 50.24% +17,192 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 381,666 $122M 0.44% -38,482 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 373,793 $120M 0.08% -26,735 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 372,371 $119M 0.34% +34,241 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 368,526 $118M 1.52% +13,666 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 349,294 $117M 0.04% +3,118 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 364,503 $117M 10.19% +11,693 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 362,993 $116M 1.96% -1,066,675 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 360,452 $116M 0.23% -22,141 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 360,285 $116M 2.83% +41,444 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 358,501 $115M 0.07% +27,019 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 355,863 $114M 14.83% -30,467 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 355,403 $114M 32.07% +7,059 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 350,301 $112M 8.34% -7,833 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 347,721 $112M 24.06% -83,626 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 346,672 $111M 0.28% +22,456 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 344,929 $111M 4.26% +14,304 13F-HR Timeline Bell Bank More: the full row for Bell Bank 341,452 $110M 4.64% +7,482 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 338,497 $109M 2.27% +10,365 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 337,854 $108M 47.35% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 337,380 $108M 3.9% -5,273 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 336,896 $108M 42.55% -930 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 335,642 $108M 23.62% -5,676 13F-HR Timeline Busey Bank More: the full row for Busey Bank 335,088 $107M 2.92% +17,968 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 334,843 $107M 0.81% +19,215 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 334,452 $107M 11.97% +52,849 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 334,403 $107M 4.36% -9,668 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 332,381 $107M 7.57% -43,252 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 326,312 $105M 16.78% 0 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 323,530 $104M 32.7% -3,109 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 321,612 $103M 27.34% -22,406 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 321,432 $103M 39.99% +22,255 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 320,890 $103M 0.67% -9,651 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 320,507 $103M 6.03% -2,063 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 318,821 $102M -3,993 Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 317,672 $102M 5.34% -10,556 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 317,303 $102M +12,358 Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 313,698 $101M 6.49% -6,448 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 313,139 $100M 1.98% -10,707 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 312,670 $100M 1% -3,155 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 310,912 $99.7M 3.5% 0 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 309,975 $99.4M 31.17% +4,195 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 305,028 $97.9M 1.34% +7,753 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 297,760 $96.2M 1.65% -7,398 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 296,314 $95.1M 2.92% +291,307 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 287,394 $94.7M 24.76% +6,754 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 291,438 $93.5M 50.8% +8,420 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 290,715 $93.3M 0.15% -7,363 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 290,697 $93.3M 2.06% -4,691 13F-HR/A Timeline