BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 109,028,088 $4.93B 0.44% +1,939,598 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 70,990,842 $3.21B +3,168,064 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68,520,193 $3.1B 2.54% +2,276,593 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 55,807,069 $2.53B 5.99% -3,992,322 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,569,619 $2.24B +1,392,938 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 47,169,514 $2.13B 0.15% -264,823 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 45,420,074 $2.06B 5.52% +844,429 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 43,520,365 $1.97B 0.29% +1,710,474 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,712,900 $1.93B 0.47% -164,182 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 34,426,724 $1.56B 44.4% +1,196,013 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 34,082,971 $1.54B 5.04% +1,398,460 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,231,894 $1.1B 2.35% +624,747 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,008,101 $860M 0.81% -397,026 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 17,439,177 $789M 0.17% +702,849 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 16,822,932 $761M 8.47% +657,416 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,575,870 $750M 0.14% -1,315,496 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,697,319 $710M 1.36% +851,399 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 14,926,353 $676M 0.26% +757,008 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 14,025,913 $635M 12.98% +20,578 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,182,901 $597M 0.13% +503,648 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,009,043 $589M 0.98% +303,436 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,432,942 $563M 0.04% -715,478 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,755,709 $532M 1.22% +1,262,878 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,680,501 $529M 0.68% +165,738 13F-HR/A 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 11,202,192 $507M 0.1% +1,930,209 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 10,594,098 $479M +392,426 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,265,766 $465M 0.24% +37,899 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,336,104 $377M 2.25% +4,385,619 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,307,935 $375M 0.1% +70,160 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 7,609,189 $344M 8.34% +394,836 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,609,189 $344M 7.05% +394,836 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,556,173 $342M 0.48% +509,992 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,374,574 $334M 0.45% +76,015 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,814,767 $308M 0.23% +171,601 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,473,029 $293M 0.48% +450,228 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,360,552 $288M 0.11% +271,082 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,412,696 $245M 1.96% +649,981 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 5,118,100 $232M 3.25% +1,961,935 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,039,971 $228M 0.31% -94,442 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,018,863 $227M +1,170,626 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,936,764 $223M 8.49% +689,089 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,677,575 $212M 0.41% +574,803 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,573,469 $207M 0.22% -992,626 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 8,864,578 $196M 4.52% +8,712,854 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,314,262 $195M 2.95% +103,879 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,206,713 $190M 9.81% +726,246 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,024,713 $182M 3.45% +181,747 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,804,080 $172M 2.19% +756,076 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,552,252 $161M 2.03% +532,728 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,512,348 $159M 0.15% -1,134,761 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 3,365,699 $152M 4.9% +36,550 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,360,460 $152M 1.15% +231,854 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,336,704 $151M +71,688 Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,257,475 $147M 6.07% +57,511 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,213,660 $145M 0.28% +359,435 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,162,657 $143M 2.06% +226,418 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,130,494 $142M 0.13% +374,491 13F-HR/A Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,119,775 $141M 1.05% +158,489 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,116,442 $141M 2.49% +461,844 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,102,402 $140M 0.07% +62,640 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,875,384 $130M 4.39% +137,308 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,860,469 $126M 1.96% -273,756 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,641,863 $120M 0.44% -51,505 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,621,603 $119M 0.48% -87,766 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,620,044 $119M 0.39% +74,023 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,591,451 $117M 2.03% -8,965 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,526,308 $114M 2.13% +163,144 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,839,805 $113M 0.24% -1,570,426 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,481,904 $112M 5.72% +110,232 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,425,579 $110M 0.04% -665,908 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,358,513 $107M 0.45% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,458,408 $106M 5.43% +190,078 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,282,415 $103M 2.96% +299,512 13F-HR/A Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,234,019 $101M 0.1% +1,976,432 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,173,213 $98.4M 0.46% -46,973 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,171,459 $98.3M 9.04% -95,495 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,058,386 $96.4M 2.49% -125,163 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,122,792 $96.1M 0.21% -805,626 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 2,113,375 $95.7M 2.65% -844,563 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,102,362 $95.2M 2.3% -29,270 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,013,453 $91.1M 1.91% +137,154 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,974,731 $89.4M 2.88% +31,434 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,878,866 $85M 0.14% -16,325 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,869,326 $84.6M 4.4% +16,067 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,825,473 $82.5M 0.36% +78,967 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,814,957 $82.1M 5.47% -201,180 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,809,697 $81.9M 0.95% -435,051 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,795,840 $81.3M +12,974 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,789,173 $81M 0.2% -156,131 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,776,898 $80.4M 1.09% -37,232 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,773,630 $80.3M 0.01% -32,734 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,715,729 $77.7M 3.87% +724,143 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 896,700 $74.1M 1.97% -898,016 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,631,119 $73.8M 0.59% +50,280 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,629,887 $73.8M 0.13% -7,601 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,601,384 $72.5M 2.3% +42,850 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,598,641 $72.4M 2.82% +528,685 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,538,293 $69.6M 5.27% +18,969 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,511,958 $68.4M -152,854 Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,496,734 $67.7M 1.71% +30,814 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,491,918 $67.5M 0.19% +26,710 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,443,287 $65.3M 3.14% +110,524 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,409,301 $63.8M 0.95% +55,475 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,382,036 $62.6M 0.09% +57,850 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,334,305 $60.4M 2.26% -1,961,427 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,329,276 $60.2M 5.15% +19,347 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,325,766 $60M 0.85% +41,540 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,319,433 $59.7M 0.3% -105,197 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,314,448 $59.5M 6.28% +51,158 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 1,263,963 $57.3M 6.06% +50,122 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,264,388 $57.2M 1.49% +152,730 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,216,843 $55.1M 0.14% +46,370 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,211,646 $54.8M 1.78% -12,267 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,266,007 $53.8M 1.85% +185,593 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,186,565 $53.8M 0.05% +794,533 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,181,497 $53.5M 3.08% +16,439 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,138,731 $51.6M 0.03% -254,856 13F-HR Timeline Group Monashee Investment Management LLC More: the full row for Monashee Investment Management LLC 1,126,060 $51M 6.03% +48,500 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,120,684 $50.7M 3.81% -1,058,564 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,109,084 $50.2M 1.27% -50,027 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,104,615 $50M 0.21% +21,612 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,096,993 $49.6M 0.69% -17,530 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,065,039 $48.1M 2.41% +9,688 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,063,439 $48.1M 0.06% +861,591 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 1,052,374 $47.6M 7.4% +13,999 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,029,957 $46.6M 0.46% +166,245 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 1,029,957 $46.6M 0.46% +166,245 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,028,320 $46.5M 0.28% +35,434 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,025,478 $46.4M 2.9% +32,077 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,022,121 $46.3M 0.52% +146,806 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,010,219 $45.7M 3.85% +28,454 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,008,851 $45.7M 0.29% -573 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 996,176 $45.1M 0.9% +240,767 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 977,751 $44.3M 0.37% -94,812 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 954,713 $43.2M 0.15% +61,274 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 954,066 $43.2M 0.93% +8,793 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 929,465 $42.1M 2.5% +8,473 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 911,752 $41.3M 3.27% +26,325 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 897,363 $40.6M 2.86% +556,033 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 886,274 $40.1M 3.47% -225,555 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 885,367 $40.1M 3.01% +23,132 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 859,285 $38.9M 0.54% -6,498 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 848,829 $38.4M 0.45% +20,484 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 818,389 $37M 1.69% +350,853 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 816,701 $37M 3.17% -94,428 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 808,311 $36.6M 2.24% +31,926 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 801,616 $36.3M 0.44% +7,394 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 798,618 $36.1M 1.72% +26,300 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 771,853 $34.9M 5.89% -2,691 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 770,986 $34.9M 0.49% -44,105 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 764,916 $34.6M 0.21% +113,716 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 763,521 $34.6M 0.33% -1,811 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 748,654 $33.9M 0.72% -218,082 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 744,102 $33.7M 0.63% +42,085 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 736,312 $33.3M 5.59% +75,716 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 736,185 $33.3M 2.45% -4,480 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 727,536 $32.9M 0.27% -124,115 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 731,201 $32.9M 0.19% -11,015 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 714,513 $32.3M 1.86% +21,271 13F-HR Timeline Rakuten Investment Management, Inc. 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