BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 144,806,250 $7.83B 0.57% +27,271,317 13F-HR Timeline Group VANGUARD GROUP INC group of 6 filers holding More: the full row for VANGUARD GROUP INC 89,454,222 $4.84B +89,320,989 Timeline Vanguard Global Advisers, LLC : 53,253,654 (1.54%) 13F-HR Vanguard Investments Australia, L… : 22,308,552 (3.48%) 13F-HR VANGUARD CAPITAL MANAGEMENT LLC : 12,737,296 (0.02%) 13F-HR/A VANGUARD ADVISERS INC : 814,497 (0.17%) 13F-HR Vanguard National Trust Co : 204,597 (0.7%) 13F-HR Vanguard Personalized Indexing Ma… : 135,626 (0.07%) 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 80,160,119 $4.33B 2.67% +1,935,448 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 54,017,258 $2.92B 0.18% +104,815 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 53,371,727 $2.88B 5.46% -361,080 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 50,333,913 $2.72B 0.36% +3,044,849 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 45,921,666 $2.48B 5.45% -1,479,419 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,921,174 $2.32B 0.46% -3,066,446 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 40,598,646 $2.19B -98,844 Timeline WIT, LLC More: the full row for WIT, LLC 39,788,338 $2.15B 40.58% -1,286,015 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 35,534,123 $1.92B 4.99% +1,464,071 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,347,658 $1.32B 2.67% -19,961 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 21,464,489 $1.16B +1,544,629 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,221,206 $985M 0.67% -159,053 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,593,473 $897M 1.33% +758,913 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,343,095 $883M 0.23% -135,215 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 16,101,944 $870M 7.54% +244,799 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,802,697 $800M 0.11% +578,058 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,019,712 $787M 0.05% +473,933 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,027,303 $758M 0.88% +983,949 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,962,984 $755M 0.14% +357,458 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,354,926 $722M 0.17% +3,374,570 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,959,833 $693M 1.52% -5,437,167 13F-HR Timeline 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 11,488,522 $621M 0.11% +736,799 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,297,600 $611M 0.56% +99,405 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 10,642,001 $575M 10.97% -86,386 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,454,119 $565M 0.33% +222,844 13F-HR Timeline Group TIAA group of 5 filers holding More: the full row for TIAA 9,330,560 $504M -37,174 Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 8,542,804 $456M -183,554 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,672,486 $415M 2.04% +486,318 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,474,703 $404M 0.12% +521,634 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,281,199 $394M 0.42% +925,011 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,028,898 $380M 0.59% +673,287 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 7,021,770 $380M 8.16% +810,188 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,021,770 $380M 7.07% +810,188 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,630,184 $358M 8.27% +19,658 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,366,278 $345M 0.42% -1,125,152 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,181,354 $334M 0.31% +1,460,570 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,093,454 $329M 0.46% -715,326 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,772,617 $312M 2.03% +2,385,625 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 5,692,120 $308M 6.85% +13,534 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,897,422 $265M 2.08% +186,509 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,809,582 $260M 0.28% +11,580 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,846,903 $258M 0.12% +690,143 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,599,777 $249M 2.95% +104,722 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,518,470 $244M 2.67% +333,527 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,507,896 $244M <0.01% +96,462 13F-HR Timeline Group Cerity Partners LLC group of 3 filers holding More: the full row for Cerity Partners LLC 4,503,896 $244M +799,237 Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,632,193 $243M 10.52% -1,767,264 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,473,008 $242M 3.71% +136,865 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,136,861 $224M +288,304 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 4,125,180 $223M 3.27% +1,253,915 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,781,532 $204M 1.16% +204,060 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,735,371 $202M 3.5% +136,019 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,601,987 $195M 2.06% +29,090 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,455,673 $187M 2.53% +118,524 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,439,154 $186M 0.08% +122,450 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,280,863 $185M 5.98% +253,553 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,385,545 $183M 2.8% +104,695 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,243,897 $175M 2.15% +323,425 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,240,010 $175M +1,190,106 Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,228,121 $174M 5.87% +93,168 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,184,133 $172M 0.15% -191,317 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,134,644 $169M 0.3% -15,952 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,075,741 $166M 0.22% 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 3,017,415 $163M 3.25% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,106,050 $163M 6.67% +1,409,610 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,932,547 $159M 2.53% -332,312 13F-HR/A Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,930,327 $158M 4.36% +48,048 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,913,486 $157M 0.44% -163,565 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,898,438 $157M 0.23% +142,510 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,889,105 $156M +1,734,989 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,832,034 $153M 2.13% +35,149 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,740,660 $148M 1.25% +480,569 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,722,137 $147M 6.08% +79,856 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,721,740 $147M 0.66% +116,604 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,658,888 $144M 0.52% +77,847 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,493,581 $135M 6.49% -72,302 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,485,963 $134M 2.68% +69,524 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,480,601 $134M 0.44% -23,467 13F-HR/A Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,391,980 $129M 1.86% +72,486 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,252,669 $121M 0.04% +205,805 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,959,368 $116M 1.72% +76,240 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,133,041 $115M 7.68% -68,782 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,127,370 $115M 0.34% +1,161,728 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,087,799 $113M 0.28% +347,400 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,071,283 $112M 8.36% +22,009 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,008,031 $109M 0.58% +890,523 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,981,688 $107M 0.65% +101,075 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,975,017 $107M 3.9% -3,192 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,973,093 $107M 0.42% +55,448 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,918,432 $104M 4.3% +66,603 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,916,890 $104M 0.01% +90,341 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,885,136 $102M 1.88% +183,379 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,873,246 $101M 1.45% +316,118 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 1,870,667 $101M 2.21% +117,048 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,832,154 $99M 5.78% +41,761 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,822,372 $98.4M +542,786 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,813,734 $98M 0.06% -181,541 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,796,922 $97.1M 0.13% +178,030 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 $97M 2.03% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,769,432 $95.6M 1.82% -170,438 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,750,756 $94.6M 0.94% -18,418 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,730,259 $90.7M 0.07% -2,104,235 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,661,215 $89.8M 1.15% +67,387 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,632,519 $88.2M 1.06% -55,709 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,612,987 $87.2M 2.65% +270,307 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,591,587 $86M 0.37% +133,571 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,584,300 $85.6M 0.13% +16,302 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,538,923 $83M +769,734 Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,503,025 $81.2M 2.78% -16,958 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,426,926 $77.1M 2.13% -7,269 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,417,537 $76.6M 5.16% +21,238 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,401,133 $75.7M 8.15% -38,770 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,397,623 $75.5M 0.12% -59,604 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,369,577 $74M 1.02% +386,689 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,324,650 $71.6M 0.46% new 13F-HR/A Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,321,574 $71.4M 2.23% +27,456 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,304,499 $70.5M 0.12% +25,877 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,251,138 $67.6M 0.57% -73,393 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,244,435 $67.3M 4.38% +436,623 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,214,872 $65.7M 0.24% -30,068 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,192,716 $64.5M 3.41% +5,426 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 1,190,229 $64.3M 5.71% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,177,251 $63.6M 0.72% +78,993 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,165,645 $63M 2.7% +50,480 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,161,279 $62.7M 1.29% +42,231 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,152,899 $62.3M 3.85% +57,585 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,145,122 $61.9M 0.3% +51,174 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,139,488 $61.6M 1.87% +185 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,131,971 $61.2M 4.09% +95,547 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,124,915 $60.8M 2.94% +41,236 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,111,830 $60.1M 0.51% -25,834 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,101,253 $59.5M 7.38% +21,998 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,085,404 $58.7M 0.12% +40,476 13F-HR Timeline Group West Virginia University Foundation, Inc More: the full row for West Virginia University Foundation, Inc 1,084,730 $58.6M 5.76% new 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,075,967 $58.2M 0.15% -279,327 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,066,070 $57.7M 0.29% +90,482 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,053,450 $56.9M 5.35% +96,023 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,047,390 $56.6M 3.73% +6,427 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,077,278 $56.5M 2.04% +165,265 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,027,520 $55.5M 2.42% +22,315 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,019,138 $55.1M 2.43% +3,720 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,004,376 $54.3M 2.6% +9,248 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 985,324 $53.3M 0.42% +207,206 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 949,065 $51.3M 1.04% +3,751 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 945,800 $51.1M 0.56% +57,876 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 944,160 $51M 0.18% -100,212 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 928,122 $50.2M 7.61% +502,940 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 924,655 $50M 3.19% +5,896 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 923,751 $49.9M 0.04% +268,118 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 919,257 $49.7M 0.2% -3,959 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 866,151 $46.8M 0.35% -7,309 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 859,343 $46.4M 0.03% -281,110 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 856,463 $46.3M 0.14% +13,027 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 847,798 $45.8M 0.37% +108,598 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 842,185 $45.5M 0.13% +212,827 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 826,843 $44.7M 0.34% +23,599 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 823,184 $44.5M 0.72% -218,883 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 822,212 $44.4M 2.35% +12,573 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 784,669 $42.4M 0.52% +762,889 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 780,631 $42.2M 1.29% +356,089 13F-HR/A Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 703,555 $41.4M 1.59% -27,182 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 765,278 $41.4M 0.23% +96,367 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 762,658 $41.2M 0.19% +37,456 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 705,714 $41M +62,602 Timeline Matrix Trust Co More: the full row for Matrix Trust Co 753,184 $40.7M 6.76% -2,198 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 743,008 $40.2M 1.24% -88,780 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 725,988 $39.2M 0.45% +13,640 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 709,153 $38.3M 6.76% +37,800 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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