BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 120,653,396 $9.97B 0.64% +2,188,804 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 95,703,099 $7.91B 2.36% +6,504,867 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 56,889,419 $4.72B 0.28% +3,906,361 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 27,848,061 $2.3B 1.35% +825,244 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,252,432 $1.92B 0.1% -1,880,362 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,968,104 $1.15B 0.2% +795,012 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,734,683 $970M 0.22% +508,373 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 11,184,832 $924M 0.16% +331,056 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,759,469 $807M -1,769,386 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,831,122 $738M 0.15% -2,689,038 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,140,228 $673M 0.07% +309,609 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 7,419,110 $613M 11.44% +1,028,339 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,359,239 $608M 0.84% +690,902 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,914,540 $489M 0.94% -847,509 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,751,334 $475M +724,841 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,359,255 $443M 2.41% -12,117,521 13F-HR Timeline Group Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 5,220,575 $431M 37.71% +2,087,350 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 5,008,438 $414M 7.47% +2,252,018 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,878,704 $403M 0.11% -409,572 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,629,469 $383M 0.19% -99,052 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,481,108 $288M 0.28% +935,811 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 3,133,493 $259M 0.77% +209,905 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,681,213 $222M 0.34% -29,445 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,552,753 $211M 2.21% -216,646 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,420,462 $200M 0.06% +2,420,452 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,350,680 $194M +60,903 Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,299,189 $190M 2.72% +299,155 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,248,961 $186M 0.26% +262,429 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 2,202,952 $182M 0.03% +135,149 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,148,198 $178M 9.26% +204,912 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,808,658 $149M 17.36% +85,950 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,675,481 $139M 0.83% +96,135 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,602,709 $132M <0.01% +19,962 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1,542,000 $127M 0.09% 0 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 1,515,569 $125M -499,455 Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,454,830 $120M 1.76% +63,238 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,436,086 $119M 0.05% +235,671 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,424,549 $118M 8.93% +130,263 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,372,355 $113M 10.42% +11,567 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,317,245 $109M 0.19% +99,347 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 1,313,317 $109M 17.39% +21,214 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,294,171 $107M 0.1% -54,598 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,278,897 $106M 0.12% +356,797 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,275,335 $105M 3.31% -256,790 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,197,667 $99M 2.44% +97,704 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,193,980 $98.7M 5.17% +117,010 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,169,563 $96.7M 2.46% -75,988 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,044,906 $84.8M 4.62% +56,949 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,021,669 $84.4M 2.07% +19,126 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,015,539 $83.9M 5.71% -44,774 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 997,791 $82.5M 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 997,362 $82.4M 0.72% -2,493 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 980,080 $81M 0.74% +30,819 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 918,403 $75.9M 1.84% +15,138 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 917,416 $75.8M 0.9% +45,336 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 900,339 $74.4M 3.54% +104,003 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,010,021 $73.2M 0.12% +21,795 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 885,012 $73.1M 3.21% +16,011 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 877,347 $72.5M 0.24% +86,684 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 876,200 $72.4M 0.03% -49,100 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 852,735 $70.5M 4.09% +15,068 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 821,555 $67.9M 5.52% 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/ 817,498 $67.6M 0.06% +750,065 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 816,167 $67.5M 0.08% +32,627 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 804,743 $66.5M +132,755 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 804,327 $66.5M 2.04% +326,210 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 795,228 $65.7M 0.08% -41,959 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 762,109 $63M 2.32% +51,818 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 748,988 $61.7M 0.18% +427,663 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 735,069 $60.8M 1.51% +128,183 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 730,920 $60.4M 0.14% -269,938 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 729,532 $60.3M 0.05% +4,856 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 728,164 $60.2M +22,876 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 719,637 $59.5M 0.07% -527,950 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 712,028 $58.8M 13.24% +26,910 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 713,160 $58.8M -111,400 Timeline &PARTNERS More: the full row for &PARTNERS 709,689 $58.7M 0.24% +109,159 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 686,270 $56.7M 14.82% +41,976 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 671,504 $55.5M 0.21% +25,940 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 661,746 $54.7M 0.72% +1,114 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 661,001 $54.6M 5.56% +42,308 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 658,720 $54.4M 3.16% +35,119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 651,041 $53.8M 0.67% -5,746 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 649,424 $53.7M 0.02% +53,845 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 649,173 $53.7M 4.74% +69,242 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 638,941 $52.8M 6.25% +6,543 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 637,756 $52.7M 11.25% +22,846 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 636,520 $52.6M 0.06% +35,983 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 631,125 $52.2M 6.32% +152,078 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 613,965 $50.7M 6.4% +133,376 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 613,150 $50.7M 5.47% +23,082 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 605,000 $50M 1.62% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 600,175 $49.6M 0.38% -75,398 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 600,000 $49.6M 0.22% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 601,336 $49.4M 9.15% +54,461 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 582,699 $48.2M 0.22% -92,064 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 568,072 $47M 3% +29,318 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 557,273 $46.1M 0.24% +265,867 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 533,408 $44.1M 13.57% +14,892 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 533,201 $44.1M 0.13% +86,080 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 532,173 $44M 0.01% +5,522 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 530,927 $43.9M 0.02% +92,928 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 523,636 $43.3M 8.06% +49,168 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 522,804 $43.2M 0.37% +192,755 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 522,764 $43.2M 8.81% +39,237 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 520,571 $43M 0.13% +515,518 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 516,400 $42.7M 9.1% +32,757 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 505,082 $41.7M 0.06% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 496,838 $41.1M 5.26% +13,319 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 484,328 $40M 9.81% +29,198 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 480,641 $39.7M 3.8% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 476,136 $39.4M 0.42% +26,051 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 468,863 $38.8M 1.1% +174,847 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 461,483 $37.8M 0.09% +51,035 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 456,652 $37.7M 0.35% +37,330 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 447,083 $37M 9.31% -17,647 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 440,674 $36.4M 0.17% +3,203 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 438,817 $36.3M 4.26% +15,644 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 436,998 $36.1M 0.36% new 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 436,396 $36.1M 4.34% +20,795 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 428,030 $35.4M 7.94% +30,432 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 425,525 $35.2M 5.04% +29,692 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 418,568 $34.6M 0.07% -797,288 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 416,901 $34.5M 4.42% +23,814 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 415,986 $34.4M 0.64% +10,653 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 412,499 $34.1M 3.03% +12,652 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 406,927 $33.6M 0.38% +54,473 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 406,658 $33.6M 0.2% +16,263 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 400,595 $33.1M 1.21% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 400,976 $33.1M 0.61% +61,133 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 399,996 $33.1M 0.24% +11,407 13F-HR Timeline 25 LLC More: the full row for 25 LLC 397,366 $32.8M 8.99% +22,616 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 394,021 $32.6M 0.05% -2,012 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 392,533 $32.4M 0.02% +55,456 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 391,356 $32.3M 7.81% +32,909 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 388,979 $32.1M +120,379 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 388,878 $32.1M 0.35% +22,587 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 380,053 $31.4M 0.15% +29,388 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 379,883 $31.4M 0.62% +7,300 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 377,159 $31.2M 9.41% +18,728 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 370,956 $30.7M 5.72% +11,193 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 367,859 $30.4M 0.04% -219,746 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 366,780 $30.3M 0.23% +92,473 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 360,601 $29.8M 4.49% +24,825 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 356,028 $29.4M 4.61% +350,395 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 381,158 $29.3M 0.04% +156,079 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 353,279 $29.2M 4.43% +9,850 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 352,980 $29.2M 0.18% +32,270 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 346,715 $28.7M 0.5% +5,385 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 346,086 $28.6M 0.29% +26,843 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 331,167 $27.5M 0.08% -460,767 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 330,099 $27.3M 3.68% +15,306 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 329,314 $27.2M 6.03% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 326,324 $27M 5.6% +5,689 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 326,164 $27M 0.41% +19,442 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 324,053 $26.8M 0.03% -141,734 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 323,739 $26.5M 0.37% -21,460 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 318,145 $26.3M 5.41% -8,282 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 317,621 $26.3M +28,391 Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 304,808 $25.2M 2.85% +9,468 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 304,388 $25.2M 3.58% +25,317 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 302,920 $25M 0.23% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 301,467 $24.9M 0.3% -93,770 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 291,785 $24.1M 2.21% +56,024 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 291,373 $24.1M 1.15% +151,626 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 281,848 $23.3M 0.05% +41,391 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 279,615 $23.1M 0.03% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 278,244 $23M 8.7% +12,130 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 277,432 $22.9M 3.08% +4,621 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 277,171 $22.9M 7.88% +8,605 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 276,123 $22.8M 0.43% +1,933 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 273,712 $22.6M 3.44% +15,715 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 271,831 $22.5M 0.25% +2,463 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 271,123 $22.4M 5.65% +86,440 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 272,231 $22.3M 6.83% -31,499 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 269,493 $22.3M 0.59% -7,467 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 265,533 $21.9M 6.83% +11,939 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 262,321 $21.7M 8.75% +14,272 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 264,386 $21.5M +135,685 Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 258,946 $21.4M 1.71% +3,265 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 256,228 $21.2M 2.7% +56,666 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 255,861 $21.1M 4.91% +17,647 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 255,153 $21.1M 2.44% +12,893 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 254,001 $21M +7,649 Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 251,390 $20.8M 13.07% -2,646 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 246,847 $20.4M 0.01% +98,966 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 242,452 $20M 9.9% +23,752 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 241,437 $20M 17.73% +5,670 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 241,237 $19.9M 0.53% +13,593 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 240,669 $19.9M 2.6% +4,513 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 240,250 $19.9M 1.1% +19,937 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 237,048 $19.6M 16.77% +18,527 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 236,905 $19.3M 2.54% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 231,783 $19.2M 0.63% +1,760 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 231,805 $19M 2.73% +357 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 228,767 $18.9M 5.25% +9,783 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 228,381 $18.9M 0.03% -23,466 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 228,161 $18.9M 5.99% +10,369 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 227,336 $18.8M 7.34% +22,393 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 227,319 $18.8M 8.75% +42,768 13F-HR Timeline