BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 154,196,277 $9.2B 0.59% +9,390,027 13F-HR Timeline Group VANGUARD GROUP INC group of 6 filers holding More: the full row for VANGUARD GROUP INC 94,104,749 $5.62B +4,650,527 Timeline Vanguard Global Advisers, LLC : 56,892,979 (1.58%) 13F-HR Vanguard Investments Australia, L… : 23,275,557 (3.46%) 13F-HR VANGUARD CAPITAL MANAGEMENT LLC : 12,737,296 (0.02%) 13F-HR VANGUARD ADVISERS INC : 867,508 (0.18%) 13F-HR Vanguard National Trust Co : 199,187 (0.65%) 13F-HR Vanguard Personalized Indexing Ma… : 132,222 (0.06%) 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 77,649,601 $4.63B 2.48% -2,510,518 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 55,839,057 $3.33B 0.18% +1,821,799 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 53,881,853 $3.22B 5.44% +510,126 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 48,574,319 $2.9B 0.34% -1,759,594 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 46,521,161 $2.78B 5.34% +599,495 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,254,954 $2.46B +656,308 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 41,004,690 $2.45B 0.43% -1,916,484 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 38,637,529 $2.31B 36.83% -1,150,809 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 35,767,193 $2.13B 5.09% +233,070 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 34,713,916 $2.07B 3.68% +10,366,258 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 21,636,324 $1.29B +171,835 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,840,334 $1.06B 0.62% -380,872 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 16,888,649 $1.01B 0.23% +545,554 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 16,623,315 $992M 7.77% +521,371 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,554,553 $988M 1.22% -38,920 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,727,077 $939M 0.16% +1,764,093 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,178,994 $898M 0.05% +159,282 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,600,410 $868M 1.46% +1,640,577 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,493,736 $865M 0.09% -308,961 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,143,575 $844M 0.89% +116,272 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,893,649 $776M 0.16% -461,277 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,412,104 $681M 0.6% +114,504 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 11,294,205 $674M 0.11% -194,317 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. 10,476,666 $625M 0.31% +22,547 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 10,336,538 $617M 10.57% -305,463 13F-HR Timeline TIAA group of 5 filers holding More: the full row for TIAA 9,261,863 $553M -68,697 Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 8,013,926 $478M -528,878 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,517,951 $449M 0.62% +489,053 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,237,742 $432M 0.12% -236,961 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 7,055,219 $421M 7.97% +33,449 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,055,219 $421M 6.99% +33,449 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,857,688 $409M 0.39% -423,511 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,665,501 $398M 8.4% +35,317 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,358,797 $380M 0.41% -7,481 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 6,296,257 $376M 8.01% +604,137 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,231,229 $372M 1.42% -1,441,257 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,156,984 $368M 2.19% +384,367 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,908,901 $353M 0.44% -184,553 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,797,638 $346M 1.32% +2,016,106 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,347,891 $319M 0.27% -833,463 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,276,639 $312M 0.12% +429,736 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,198,174 $310M 1.71% +300,752 13F-HR Timeline Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 5,283,124 $300M +779,228 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,010,389 $299M 0.27% +200,807 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,836,001 $289M 3.86% +362,993 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,661,139 $278M 2.66% +142,669 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,626,634 $276M 2.93% +26,857 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,559,712 $272M <0.01% +51,816 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,517,800 $270M 9.68% -114,393 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 4,224,614 $252M 3.31% +99,434 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,214,912 $252M 3.61% +479,541 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,180,065 $250M +43,204 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,809,821 $227M 0.28% +734,080 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,598,204 $215M 2.03% -3,783 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,571,670 $214M 5.87% +290,807 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,479,278 $208M 2.53% +23,605 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,455,905 $206M 0.42% +542,419 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,409,622 $204M 2.81% +24,077 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,384,214 $202M 0.07% -54,940 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,268,636 $195M 0.23% +370,198 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,240,702 $193M +692 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,121,015 $186M 0.29% -13,629 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,083,657 $184M 2.66% +151,110 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,059,881 $183M 2% -184,016 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 3,017,415 $180M 3.36% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,898,490 $173M 4.18% -31,837 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,050,055 $171M 0.13% -134,078 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,831,907 $169M 2.07% -127 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,807,353 $168M 6.13% +85,216 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,781,483 $166M 1.24% +40,823 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,746,819 $164M 0.67% +25,079 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,648,421 $158M 0.52% -10,467 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,623,074 $157M 6.3% +129,493 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,538,203 $152M 2.65% +52,240 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,442,871 $146M 0.43% -37,694 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,420,043 $144M 1.84% +28,063 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,419,156 $144M 4.35% -808,965 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,390,940 $141M 4.65% -715,110 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,337,550 $140M 7.52% +204,509 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,350,597 $139M 0.37% +223,227 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,244,009 $134M 3.43% new 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,358,858 $127M 0.04% +106,189 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,115,465 $126M 0.24% +27,666 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,996,345 $119M 7.92% -74,938 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,993,405 $119M 0.35% +20,312 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,010,728 $118M 1.67% +51,360 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,983,265 $118M 0.01% +66,375 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,981,139 $118M 0.65% -549 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,972,443 $118M 4.33% +54,011 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,944,050 $116M 0.54% -63,981 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 1,882,546 $112M 2.16% +11,879 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,867,688 $111M 1.4% -5,558 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,863,216 $111M 6.19% +31,062 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,831,710 $109M 0.05% +17,976 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,801,963 $108M 1.88% +32,531 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,796,600 $107M -25,772 Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,975,017 $107M 3.9% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,783,878 $106M 0.15% +199,578 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,778,058 $106M 1.25% +408,481 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,772,775 $106M 2.75% +159,788 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,742,815 $104M 0.12% -54,107 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,733,161 $103M 0.9% -17,595 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,730,730 $103M 0.38% +139,143 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,633,040 $97.5M 1.12% -28,175 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,616,141 $96.5M 1.03% -16,378 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,585,390 $94.6M 0.16% +499,986 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,554,566 $92.8M 1.52% +866,422 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,537,403 $91.8M 0.48% +212,753 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,476,133 $88.1M 8.47% +75,000 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,499,872 $87.3M +794,158 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,449,594 $86.5M 0.42% +464,270 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,429,618 $85.3M 5.15% +12,081 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,374,566 $82M 0.13% -23,057 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,346,359 $80.4M 0.12% +41,860 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,331,530 $79.5M 2.61% -171,495 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,330,928 $79.4M 0.58% +79,790 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,326,765 $79.2M 1.92% -100,161 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,310,716 $78.2M 1.77% -484,000 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,306,682 $78M 4.32% +62,247 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,306,498 $78M 0.6% +194,668 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,294,280 $77.3M 2.22% -27,294 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,257,025 $75M -1,632,080 Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,248,023 $74.5M 0.03% +1,090,838 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,219,031 $72.8M 3.1% +94,116 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,213,432 $72.4M 0.22% -1,440 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 1,190,229 $71M 5.09% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,186,805 $70.8M 3.94% -5,911 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,185,271 $70.7M 0.29% +119,201 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,184,770 $70.7M 3.8% +31,871 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,191,535 $70.5M 0.05% -538,724 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,177,223 $70.3M 2.7% +11,578 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,154,238 $69.3M 0.68% -23,013 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,161,053 $69.3M 0.3% +15,931 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,159,646 $69.2M 4.47% +27,675 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,161,929 $68.4M 1.28% +650 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,185,286 $68.3M 0.2% +725,037 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,139,643 $68M 1.58% +155 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 1,137,468 $67.9M 7.54% +36,215 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,127,499 $67.3M 0.15% +51,532 13F-HR/A Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,124,283 $67.1M 5.27% +70,833 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,092,938 $65.2M 0.56% +147,138 13F-HR Timeline Group West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 1,086,021 $64.8M 5.3% +1,291 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,068,327 $63.8M 3.69% +20,937 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,077,278 $63.8M 2.07% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,022,858 $61.1M 0.9% +199,674 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,017,379 $60.7M 2.42% -10,141 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,015,754 $60.6M 2.39% -3,384 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,000,292 $59.7M 0.68% +352,985 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 984,338 $58.8M 2.5% -20,038 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 969,922 $57.9M 1.08% +20,857 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 967,446 $57.7M 0.03% +108,103 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 963,167 $57.5M 0.15% +120,982 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 935,099 $55.8M 3.24% +10,444 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 909,418 $54.3M 0.32% -362,235 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 911,962 $54M -626,961 Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 892,707 $53.3M 7.51% -35,415 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 885,250 $52.8M 0.63% +100,581 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 884,056 $52.8M 0.27% +118,778 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 852,893 $50.9M 0.38% +26,050 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 851,262 $50.8M 0.29% -14,889 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 833,272 $49.7M 0.49% +107,284 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 817,045 $48.8M +362,581 Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 812,502 $48.5M 2.36% -9,710 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 798,122 $47.6M 0.12% -58,341 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 777,807 $46.4M 0.16% -166,353 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 760,785 $45.4M 0.72% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 756,063 $45.1M 6.54% +2,879 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 752,006 $44.9M 1.17% +8,998 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 750,676 $44.8M 0.21% +312,711 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 739,312 $44.1M 0.27% -108,486 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 717,713 $42.8M 0.22% +76,548 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 711,781 $42.5M 0.85% +38,404 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 708,994 $42.3M 0.18% -210,263 13F-HR Timeline Stephens Greth Foundation More: the full row for Stephens Greth Foundation 702,525 $41.9M 8.64% +255,900 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 700,470 $41.8M 6.42% -8,683 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 699,190 $41.7M 2.19% +43,975 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 697,980 $41.7M 1.51% -5,575 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 692,546 $41.3M 3.14% +5,714 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 690,696 $41.2M 2.46% +18,558 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 682,576 $40.7M 3.53% +45,218 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 679,916 $40.6M 0.48% +190,970 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 668,253 $39.9M 0.76% +5,242 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 654,631 $39.1M 0.31% -14,576 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 649,410 $38.8M 1.95% -8,025 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 646,823 $38.6M 4.41% +6,233 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 642,882 $38.4M 4.12% +43,619 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 641,497 $38.3M 0.7% -14,276 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 636,758 $38M 0.72% +35,477 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 634,147 $37.9M 0.47% -19,635 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 627,523 $37.5M 0.79% -16,898 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 620,095 $37M 0.25% +83,533 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 617,367 $36.9M 0.71% +145,712 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 602,481 $36M 4.6% -114 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 593,841 $35.4M 0.45% +89,242 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 592,187 $35.3M 3.3% +14,137 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 590,250 $35.2M 3.11% +17,112 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 585,643 $35M 0.01% +126,844 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 584,710 $34.9M 1.72% -99,056 13F-HR Timeline