BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 117,534,933 $6.32B 0.46% +3,181,169 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 81,506,595 $4.38B +4,320,624 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 78,224,671 $4.21B 2.66% +3,390,486 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 53,912,443 $2.9B 0.17% +2,927,985 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 53,732,807 $2.89B 5.5% +1,257,504 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 47,401,085 $2.55B 5.7% +130,947 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 47,289,064 $2.54B 0.32% +2,987,719 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 45,987,620 $2.47B 0.48% +1,001,375 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 41,074,353 $2.21B 44.26% +2,671,801 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,697,490 $2.19B -813,693 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 34,070,052 $1.83B 4.95% -881,975 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,367,619 $1.31B 2.48% +278,453 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 19,919,860 $1.07B +483,016 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,397,000 $1.02B 1.39% +641,113 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,380,259 $988M 0.71% -224,714 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 16,478,310 $886M 0.24% +228,267 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 15,857,145 $852M 7.53% +546,684 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,834,560 $851M 1.3% +530,633 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,545,779 $782M 0.05% -467,932 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,224,639 $765M 0.11% -148,531 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,605,526 $731M 0.13% +148,425 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,043,354 $701M 0.83% -73,809 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,198,195 $602M 0.59% -120,185 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 10,751,723 $578M 0.1% -156,719 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 10,728,387 $577M 10.98% -1,114,079 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,231,275 $550M 0.3% -53,086 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,980,356 $534M 0.12% +83,174 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 9,367,734 $504M -34,523 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,726,358 $469M 0.64% +948,500 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,491,430 $403M 0.47% +30,442 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,186,168 $386M 2.01% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,953,069 $374M 0.12% -80,562 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,818,703 $367M 14.16% +6,756,604 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,808,780 $366M 0.49% -350,288 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,610,526 $355M 8.24% +15,849 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,399,457 $344M 12.73% +558,114 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,356,188 $342M 0.37% +365,261 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,355,611 $342M 0.53% +616,938 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 6,211,582 $334M 7.96% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 6,211,582 $334M 6.86% 0 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 5,678,586 $305M 6.76% -853,095 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,798,002 $258M 0.28% +217,252 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,720,784 $254M 0.23% +267,297 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,710,913 $253M 2.02% -4,216,165 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,495,055 $242M 2.98% +151,154 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,411,434 $237M <0.01% +4,310,699 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,336,143 $233M 3.56% +73,328 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,184,943 $225M 2.46% +133,722 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,156,760 $223M 0.14% +494,475 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,599,352 $208M 3.69% +386,153 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,848,557 $206M +105,238 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,834,494 $206M 0.16% -469,580 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 3,704,659 $199M -1,467,400 Timeline MAI Capital Management More: the full row for MAI Capital Management 3,577,472 $192M 1.11% +103,835 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,572,897 $192M 2.04% -92,158 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,386,992 $182M 1.17% +32,893 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,375,450 $182M 0.15% -64,505 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,337,149 $179M 2.28% +104,745 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,316,704 $178M 0.07% +175,620 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,280,850 $176M 2.7% -425,069 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,264,859 $176M 2.87% +62,773 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,150,596 $169M 0.3% +384,152 13F-HR/A Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,134,953 $169M 5.88% -8,855 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,027,310 $167M 5.81% +206,770 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,077,051 $165M 0.4% +272,091 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 3,017,415 $162M 3.46% +1,020,768 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,920,472 $157M 2% +173,558 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,897,248 $156M 0.26% +159,887 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,882,279 $155M 4.35% -1,385 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,871,265 $154M 2.33% +97,447 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,796,885 $150M 2.11% -52,794 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,755,928 $148M 0.22% +27,028 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,642,281 $142M 5.94% +70,351 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,605,136 $140M 0.51% +129,527 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,581,041 $139M 0.5% +21,686 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,565,883 $138M 6.88% +305,065 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,504,068 $135M 0.43% -7,010 13F-HR/A Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,416,439 $130M 2.38% +339,707 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,319,494 $125M 1.84% +127,944 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,260,091 $122M 0.98% -100,622 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,214,422 $119M 3.48% +31,529 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,201,823 $118M 7.33% +736,899 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,049,904 $110M +60,938 Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,049,274 $110M 8.35% -37,940 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,046,864 $110M 0.03% +223,846 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/ 2,018,355 $109M 0.11% +1,047,295 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,005,583 $108M 2.95% -99,990 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,995,275 $107M 0.07% -4,724,051 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,978,209 $106M 4.02% +46 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,939,870 $104M 1.89% +486,011 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,917,645 $103M 0.4% +30,074 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,883,128 $101M 2% +211,678 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,880,613 $101M 0.62% +78,413 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,851,829 $99.6M 4.27% +52,002 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,826,549 $98.2M 0.01% +23,421 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 $96.5M 2.03% +484,000 13F-HR/A Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,790,393 $96.3M 5.94% +86,433 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,769,174 $95.1M 0.98% +31,424 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 1,753,619 $94.3M 1.96% +1,255,700 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,740,399 $93.6M 0.21% -13,303 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,701,757 $91.5M 1.76% +258,561 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,696,440 $90.9M 5.01% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,688,228 $90.8M 1.05% -22,059 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,618,892 $87M 0.12% +42,068 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,593,828 $85.7M 1.08% +87,264 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,567,998 $84.3M 0.13% -44,064 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,557,128 $83.7M 1.45% -69,019 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,527,887 $82.1M 0.33% +434,969 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,519,983 $81.7M 2.78% +69,745 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,458,016 $78.4M 0.33% +75,426 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,457,227 $78.3M 0.11% +57,916 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,439,903 $77.4M 7.54% -59,587 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,434,195 $77.1M 2.13% -98,460 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,396,299 $75.1M 5.18% +19,730 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,355,294 $72.9M 0.19% +343,022 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,342,680 $72.2M 2.14% +59,966 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,324,531 $71.2M 0.61% +132,430 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,294,118 $69.6M 2.14% +54,575 13F-HR/A Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,279,586 $68.8M -85,800 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,278,622 $68.7M 0.13% +13,298 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,244,940 $66.9M 0.24% +102,860 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 1,190,229 $64M 5.44% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,187,290 $63.8M 3.29% -32,500 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,186,117 $63.8M 0.08% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,119,048 $62.2M 1.29% -8,363 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,154,116 $62M +154,904 Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,140,453 $61.3M 0.03% +47,597 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. 1,139,303 $61.2M 1.79% +790 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,137,664 $61.2M 0.45% +58,268 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,098,258 $61.1M 0.66% +3,154 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,117,508 $60.1M 0.42% +363,791 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,115,165 $60M 2.6% +58,500 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,115,148 $60M 2.77% +207 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,100,122 $59.1M 0.03% -14,159 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,095,314 $58.9M 3.56% +52,434 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,093,948 $58.8M 0.32% +41,806 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,083,679 $58.3M 3.39% +18,632 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 1,079,255 $58M 7.22% +24,043 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,061,258 $57.1M 0.1% +466,208 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,044,928 $56.2M 0.11% -7,409 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,044,372 $56.1M 0.19% +539,518 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,042,067 $56M 0.9% +11,542 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,040,963 $56M 3.74% -4,213 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,036,424 $55.7M 3.95% +925,384 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,033,783 $55.6M 0.04% +1,014,220 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,015,418 $54.6M 2.46% +16,610 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,005,205 $54M 2.39% -18,574 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 995,128 $53.5M 2.58% +14,122 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 989,650 $53.2M 0.36% +54,998 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 982,888 $52.8M 0.76% +165,386 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 975,588 $52.5M 0.27% +223,758 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 965,642 $51.9M 0.32% +177,514 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 957,427 $51.5M 5.34% +78,167 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 945,314 $50.8M 1.02% -12,465 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 923,216 $49.6M 0.2% +153,656 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 918,759 $49.4M 3.13% +5,855 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 912,013 $49.1M 1.86% +785,534 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 887,924 $47.7M 0.55% +406,257 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 873,460 $47M 0.38% +258,168 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 843,436 $45.3M 0.19% +32,374 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 831,788 $44.7M 1.32% -28,933 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 809,639 $43.5M 2.21% +110,563 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 807,812 $43.4M 2.87% +46,575 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 803,244 $43.2M 0.33% +33,424 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 778,118 $41.8M 0.5% -189,703 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 772,033 $41.5M 0.74% +41,390 13F-HR/A Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 769,189 $41.5M +549 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 765,445 $41.2M 0.16% +201,061 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 730,737 $40.6M 1.63% +40,530 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 755,382 $40.6M 6.7% +15,653 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 751,034 $40.4M 2.96% -29,290 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 739,200 $39.7M 0.3% +50,091 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 734,337 $39.5M 1.95% +9,245 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 725,202 $39M 0.18% +72,908 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 712,348 $38.3M 0.42% +15,123 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 698,890 $37.6M 0.84% -13,623 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 684,815 $36.8M 3.09% +13,970 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 676,281 $36.4M 9.67% 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 671,353 $36.1M 6.59% +21,571 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 643,112 $36M +184,263 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 668,911 $36M 0.19% +37,232 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 661,142 $35.5M 2.08% -2,462 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 660,125 $35.5M 0.82% +8,151 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 655,633 $35.2M 0.03% -79,709 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 651,349 $35M 0.78% -9,438 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 650,426 $35M 0.2% -1,630 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 648,693 $34.9M 1.91% +21,400 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 647,307 $34.8M 0.68% +222,348 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 629,358 $33.8M 0.09% +25,532 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 623,827 $33.5M 3.91% +15,655 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 622,027 $33.4M 0.43% +11,894 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 616,425 $33.1M 3.99% +22,669 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 615,438 $33.1M 1.93% -16,669 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 614,102 $33M 1.44% +71,245 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 609,904 $32.8M 0.37% -15,349 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 607,805 $32.7M 0.69% -73,353 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 606,315 $32.6M 1.34% -462 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 602,792 $32.4M 4.77% +6,861 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 594,579 $32M 0.18% +4,015 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 574,323 $30.9M 3.21% +8,141 13F-HR Timeline