| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,389 | 20,562,179 | 13F-HR | 11/13/2023 | 000156647523000013 | Cerity Partners LLC |
| Q2 2023 | 1,629 | 25,679,308 | 13F-HR | 8/14/2023 | 000156647523000007 | Cerity Partners LLC |
| Q1 2023 | 1,846 | 42,405,106 | 13F-HR | 5/11/2023 | 000156647523000005 | Cerity Partners LLC |
| Q4 2022 | 1,484 | 15,614,296 | 13F-HR | 2/15/2023 | 000156647523000003 | Cerity Partners LLC |
| Q3 2022 | 1,175 | 8,319,622 | 13F-HR | 11/14/2022 | 000156647522000016 | Cerity Partners LLC |
| Q2 2022 | 1,180 | 9,047,048 | 13F-HR | 8/10/2022 | 000156647522000006 | CERITY PARTNERS LLC |
| Q1 2022 | 940 | 6,436,775 | 13F-HR | 4/25/2022 | 000156647522000003 | Cerity Partners LLC |
| Q4 2021 | 1,019 | 6,571,017 | 13F-HR | 2/14/2022 | 000156647522000001 | Cerity Partners LLC |
| Q3 2021 | 682 | 4,545,183 | 13F-HR | 10/25/2021 | 000156647521000009 | Cerity Partners LLC |
| Q2 2021 | 708 | 4,569,344 | 13F-HR | 8/11/2021 | 000156647521000007 | Cerity Partners LLC |
| Q1 2021 | 693 | 4,210,176 | RESTATEMENT | 8/11/2021 | 000156647521000005 | Cerity Partners LLC |
| Q1 2021 | 658 | 3,375,918 | 13F-HR | 5/12/2021 | 000156647521000003 | CERITY PARTNERS LLC |
| Q4 2020 | 639 | 3,118,957 | 13F-HR | 2/11/2021 | 000156647521000001 | Cerity Partners LLC |
| Q3 2020 | 501 | 2,430,878 | 13F-HR | 11/12/2020 | 000156647520000010 | Cerity Partners LLC |
| Q2 2020 | 455 | 1,810,246 | RESTATEMENT | 8/17/2020 | 000156647520000008 | Cerity Partners LLC |
| Q2 2020 | 457 | 1,813,158 | 13F-HR | 8/14/2020 | 000156647520000006 | Cerity Partners LLC |
| Q1 2020 | 440 | 1,588,204 | 13F-HR | 5/14/2020 | 000156647520000004 | Cerity Partners LLC |
| Q4 2019 | 530 | 1,961,774 | 13F-HR | 2/14/2020 | 000156647520000002 | Cerity Partners LLC |
| Q3 2019 | 473 | 1,703,685 | 13F-HR | 10/30/2019 | 000156647519000009 | Cerity Partners LLC |
| Q2 2019 | 475 | 1,586,135 | 13F-HR | 8/14/2019 | 000156647519000007 | Cerity Partners LLC |
| Q1 2019 | 529 | 1,485,283 | 13F-HR | 5/14/2019 | 000156647519000006 | Cerity Partners LLC |
| Q4 2018 | 513 | 1,492,991 | 13F-HR | 2/6/2019 | 000156647519000003 | Cerity Partners LLC |
| Q3 2018 | 532 | 1,443,881 | 13F-HR | 11/15/2018 | 000156647518000010 | HPM Partners LLC |
| Q2 2018 | 534 | 1,353,536 | 13F-HR | 8/15/2018 | 000156647518000008 | HPM Partners LLC |
| Q1 2018 | 520 | 1,307,577 | 13F-HR | 5/15/2018 | 000156647518000006 | HPM Partners LLC |
| Q4 2017 | 555 | 1,490,036 | 13F-HR | 2/14/2018 | 000156647518000003 | HPM Partners LLC |
| Q3 2017 | 564 | 1,412,763 | 13F-HR | 11/13/2017 | 000156647517000003 | HPM Partners LLC |
| Q2 2017 | 343 | 1,193,880 | 13F-HR | 8/10/2017 | 000166773117000184 | HPM Partners LLC |
| Q1 2017 | 430 | 1,197,847 | 13F-HR | 5/3/2017 | 000166773117000134 | HPM Partners LLC |
| Q4 2016 | 49 | 72,666 | 13F-HR | 2/13/2017 | 000166773117000059 | HPM Partners LLC |