BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 107,088,490 $4.72B 0.44% +6,672,276 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 67,822,778 $2.99B +2,075,360 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66,243,600 $2.92B 2.46% +4,472,184 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 59,799,391 $2.63B 6.28% +961,166 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 48,176,681 $2.12B +693,276 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 47,434,337 $2.09B 0.15% -300,180 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,575,645 $1.96B 5.74% +2,425,476 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,877,082 $1.89B 0.45% +2,361,963 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 41,809,891 $1.84B 0.26% +16,414,518 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 33,230,711 $1.46B 46.9% +33,197,103 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 32,684,511 $1.44B 4.85% +1,060,672 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 23,607,147 $1.04B 2.19% +756,538 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,405,127 $855M 0.83% -609,646 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,891,366 $788M 0.15% -2,401,883 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 16,736,328 $737M 0.17% -140,673 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 16,165,516 $712M 8.28% +85,250 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,845,920 $654M 1.25% +677,808 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 14,169,345 $624M 0.25% +1,898,912 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 14,005,335 $617M 12.3% +308,729 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,148,420 $579M 0.05% -1,315,983 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,705,607 $560M 0.94% +320,198 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,679,253 $558M 0.12% +216,246 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,514,763 $507M 0.65% -249,363 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,492,831 $462M 1.13% +1,125,260 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 10,379,601 $457M -241,074 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,227,867 $450M 0.3% -45,025 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 9,271,983 $408M 0.08% -51,209 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,237,775 $363M 0.09% +1,648,372 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,298,559 $321M 0.42% -1,188,057 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 7,214,353 $318M 7.95% +963,978 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,214,353 $318M 6.77% +963,978 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,046,181 $310M 0.45% +109,187 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,643,166 $293M 0.28% +71,399 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,089,470 $268M 0.1% 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,022,801 $261M 0.43% -1,090,725 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,566,095 $245M 0.26% +895,089 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,134,413 $226M 0.31% +84,802 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,762,715 $210M 1.71% +711,909 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,647,109 $205M 0.18% -50,464 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 4,410,231 $192M 0.35% +619,465 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,247,675 $187M 7.48% +633,130 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,210,383 $185M 2.87% +154,938 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,102,772 $181M 0.35% +288,947 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,950,485 $174M 1.73% +336,678 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 3,848,237 $169M +894,135 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,842,966 $169M 3.21% +89,781 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,536,807 $156M 3.63% +9,840 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,480,467 $153M 10.47% +294,482 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 3,329,149 $147M 4.64% +263,720 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,295,732 $145M 5.02% +2,146,078 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,265,016 $144M +543,752 Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,199,964 $141M 5.96% +178,571 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 3,156,165 $139M 2.06% -2,497,099 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,128,606 $138M 1.03% +637,431 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,091,487 $136M 0.05% -74,474 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,134,225 $135M 1.94% +177,058 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,048,004 $134M 2.77% -86,202 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,039,762 $134M 0.07% -1,656,117 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,019,524 $133M 1.64% +311,117 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,961,286 $130M 0.96% +27,788 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 2,957,938 $130M 3.5% -49,336 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,936,239 $129M 1.81% +23,329 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,854,225 $126M 0.26% +167,150 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,928,418 $124M 0.28% +423,949 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,756,003 $121M 0.12% +134,451 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,738,076 $121M 4.11% +71,428 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,709,369 $119M 0.46% -119,298 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,693,368 $119M 0.4% -12,420 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,600,416 $115M 1.96% -1,385 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,654,598 $114M 1.92% +340,543 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,546,021 $112M 0.39% +150,970 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,423,347 $107M 2.01% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,371,672 $104M 5.33% +95,240 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,363,164 $104M 2.02% +115,049 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,358,513 $104M 0.37% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,284,735 $101M 4.64% +68,415 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,266,954 $99.8M 9.15% +53,384 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,244,748 $98.9M 1.28% -1,402,527 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,183,549 $98M 2.6% +145,917 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,220,186 $97.8M 0.45% -1,202,219 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,268,330 $97.1M 5.12% +188,029 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,179,248 $96M 6.58% +197,623 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,131,632 $93.9M 2.19% -16,384 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,016,137 $88.8M 5.12% -194,874 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,982,903 $87.3M 2.8% +490,566 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,945,304 $85.7M 0.22% +18,299 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,943,297 $85.6M 2.75% +31,581 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,895,191 $83.5M 0.13% +455,815 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,876,299 $82.6M 1.88% +150,094 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,853,259 $81.6M 4.25% +32,539 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,814,130 $79.9M 0.96% +106,595 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,806,364 $79.6M <0.01% +111,964 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,794,716 $79M 1.8% +484,000 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,782,866 $78.5M -80,991 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,746,506 $76.9M 0.34% +465,800 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,664,812 $73.3M +1,378,159 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,637,488 $72.1M 0.12% -94,813 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,580,839 $69.6M 0.57% +56,813 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,558,534 $68.6M 2.15% +18,180 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,519,324 $66.9M 5.14% +85,653 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,465,920 $64.6M 1.61% -8,985 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,465,208 $64.5M 0.18% -99,271 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 1,448,409 $63.8M 17.08% +1,424,089 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,424,630 $62.7M 0.3% +194,704 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,393,587 $61.4M 0.03% -33,907 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,353,826 $59.6M 0.86% +48,446 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,332,763 $58.7M 2.56% +197,268 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,324,186 $58.3M 0.07% +56,352 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,309,929 $57.7M 5% +68,716 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,284,226 $56.6M 0.83% +23,847 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,263,290 $55.6M 6.51% -11,648 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,223,913 $53.9M 1.59% +14,640 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 1,213,841 $53.5M 5.84% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,208,929 $53.2M 0.09% -2,145,600 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,170,473 $51.5M 0.15% -90,647 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,165,058 $51.3M 2.97% +18,476 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,159,111 $51M 1.25% +909 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,116,622 $49.2M 3.1% +1,098,455 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,114,523 $49.1M 0.65% +21,123 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,111,829 $49M 4.24% +41,785 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,111,658 $49M 1.36% +173,169 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,083,003 $47.7M 0.19% -430,170 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,080,414 $47.6M 1.83% +41,009 13F-HR Timeline Trust Co More: the full row for Trust Co 1,079,653 $47.5M 5.45% +433,857 13F-HR Timeline Monashee Investment Management LLC More: the full row for Monashee Investment Management LLC 1,077,560 $47.5M 6.51% +11,000 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,072,563 $47.2M 0.39% -142,503 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,069,956 $47.1M 1.98% +16,667 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,055,351 $46.4M 2.31% -29,098 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,038,375 $45.7M 7.14% +16,790 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,009,424 $44.5M 0.27% -26,837 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 993,401 $43.7M 2.86% +35,411 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 991,586 $43.7M 2.24% -625,169 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 992,886 $43.7M 0.26% +49,447 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 981,765 $43.2M 3.84% +34,349 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 966,736 $42.6M 0.91% -235,422 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 945,273 $41.6M 0.9% -13,480 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 920,992 $40.6M 2.39% +19,588 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 911,129 $40.1M 3.48% -80,014 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 893,439 $39.3M 0.13% +5 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 885,427 $39M 2.96% +33,553 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 875,315 $38.5M 0.46% +100,783 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 865,783 $38.1M 0.53% -47,032 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 863,712 $38M 0.38% +24,920 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 863,712 $38M 0.38% +24,920 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 862,235 $38M 2.84% +7,688 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 854,080 $37.6M +94,472 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 851,651 $37.5M 0.3% +11,845 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 828,345 $36.5M 0.42% +41,610 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 815,091 $35.9M 0.49% -21,295 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 794,222 $35M 0.38% +35,132 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 776,385 $34.2M 2.1% +149,875 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 774,544 $34.1M 5.93% +5,533 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 772,318 $34M 1.76% +91,922 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 765,332 $33.7M 0.32% +27,739 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 755,409 $33.3M 0.66% -7,344 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 742,216 $32.8M 0.18% +186,158 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 740,665 $32.6M 2.44% -2,017 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 730,371 $32.2M 0.8% +11,960 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 702,017 $30.9M 0.56% +29,450 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 692,636 $30.6M 1.51% +5,503 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 693,242 $30.5M 1.69% -707,296 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 684,394 $30.1M 0.84% -22,073 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 680,267 $30M 0.02% -857,288 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 675,149 $29.7M 1.75% +10,091 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 671,368 $29.6M 2.89% -465 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 665,107 $29.3M 2.14% -6,535 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 660,596 $29.1M 5.43% +85,587 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 657,470 $29M 6.66% +13,207 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. 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