Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 92,783,951 $7.45B 2.96% +4,289,340 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 63,704,527 $5.11B 0.47% +2,752,661 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 50,189,734 $4.03B 0.32% +2,992,971 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 24,612,975 $1.98B 1.92% +545,168 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 19,817,056 $1.59B 8% -882,790 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,654,091 $1.26B 0.09% +501,670 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,856,196 $952M 0.21% +472,145 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,678,626 $937M 0.18% +144,811 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,292,264 $906M 0.37% +553,333 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,620,288 $852M +63,809 Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 9,750,000 $783M 13.4% -1,200,000 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,154,276 $735M 0.18% +845,313 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,045,978 $726M 0.19% -957,985 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,475,588 $359M 0.4% -3,501,700 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,028,527 $323M 0.12% 13F-HR/A Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,962,387 $318M 0.01% +227,510 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. 3,817,496 $306M 0.2% +170,893 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 3,808,917 $306M 8.21% +45,412 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,517,944 $282M 0.06% +490,956 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 3,459,378 $278M 1.01% -464,830 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,087,461 $248M 0.72% +2,901,209 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,831,244 $227M 0.43% +442,568 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,700,000 $217M 1.65% 0 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 2,677,000 $215M 10.41% +915,000 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,422,333 $194M 0.17% +105,443 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,111,567 $169M 0.28% -100,448 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,977,542 $159M 2.03% -645,686 13F-HR/A Timeline First Interstate Bank More: the full row for First Interstate Bank 1,879,398 $151M 9.13% +31,138 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 1,866,598 $150M 0.03% +91,367 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,613,108 $129M 0.19% +113,072 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1,612,000 $129M 0.12% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,588,291 $127M 2.85% +151,858 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,573,379 $126M <0.01% +961,268 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,442,470 $116M 2.64% +2,169 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,419,924 $114M 1.29% +209,703 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,277,314 $103M 2.73% +87,695 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,281,303 $103M 0.29% -73,154 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,229,252 $98.7M 2.68% +44,911 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,227,230 $98.3M -98,400 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,135,235 $91.1M +360,714 Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,100,656 $88.3M 16.1% -193,510 13F-HR Timeline AOZORA BANK, LTD. More: the full row for AOZORA BANK, LTD. 1,090,000 $87.5M 93.17% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,085,361 $87.1M 0.24% +33,105 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 969,230 $77.8M 0.74% +60,776 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 950,208 $76.3M 0.12% +2,561 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 931,797 $74.8M 5.59% +28,100 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 870,565 $69.9M 18.39% +62,705 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 852,990 $68.5M 0.09% +101,878 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 833,460 $66.9M 2.38% +206,977 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 784,962 $63M 3.76% -251,121 13F-HR Timeline Busey Bank More: the full row for Busey Bank 783,408 $62.9M 2.06% +285,287 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 718,432 $60.2M 5.35% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 743,998 $59.7M 0.11% -1,840 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 739,486 $59.4M 0.12% +91,800 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 736,185 $59.1M 0.09% -15,059 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 728,314 $58.5M 4.37% +25,336 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 718,415 $57.7M 0.22% +8,527 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 714,507 $57.4M 0.82% +36,518 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 711,228 $57.2M 9.08% +104,605 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 685,400 $55M 0.03% +35,400 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 685,315 $55M 1.4% -34,157 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 668,858 $53.7M 0.78% +18,082 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 652,507 $52.4M 0.04% +641,239 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 625,000 $50.2M 2.28% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 611,800 $49.2M 0.2% +123,477 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 600,479 $48.2M 0.46% +52,246 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 598,754 $48.1M 3.79% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 600,839 $47.6M 4.97% +10,924 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 587,012 $47.1M 1.68% +40,677 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 581,386 $46.7M 6.85% +304,865 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 571,631 $45.9M 14.76% +20,184 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 562,703 $45.3M 0.09% -3,963 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 561,639 $45.1M 9.47% +23,906 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 557,423 $44.7M 12.23% +56,183 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 536,612 $43.1M 0.79% +335,793 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 524,366 $42.1M 13.98% +22,623 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 518,171 $41.6M 4.07% -11,680 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 517,452 $41.5M 0.04% -29,946 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 517,351 $41.5M 0.01% +201,068 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 496,747 $39.9M 9.56% -6,253 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 492,427 $39.5M 3.6% +74,450 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 488,083 $39.2M 3.38% +20,898 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 487,736 $39.1M 5.56% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 476,120 $38.2M 0.2% -25,100 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 469,799 $37.7M 0.02% +31,207 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 467,874 $37.6M 11.48% +22,183 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 461,030 $37M 6.46% +2,157 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 450,782 $36.2M 0.06% +77,810 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 446,619 $35.9M 0.55% +50,904 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 445,139 $35.7M 5.59% +21,422 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 443,531 $35.6M 0.32% +26,147 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 440,074 $35.3M 9.64% +19,481 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 438,043 $35.2M 0.42% +204,501 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 433,714 $34.8M 13.42% +16,719 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 429,112 $34.4M 13.14% +13,582 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 428,364 $34.4M 0.6% -3,567 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 424,494 $34.1M 0.39% +146,553 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 408,791 $32.8M 0.2% +67,663 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 408,429 $32.8M 5.99% +702 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 402,828 $32.3M 4.37% +30,295 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 399,215 $32M 11.76% +6,919 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 399,004 $32M 3.54% -22,396 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 395,843 $31.8M -70,794 Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 393,684 $31.6M 2.54% +26,575 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 388,765 $31.2M 1.62% +6,385 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 382,132 $30.7M 0.03% -498,653 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 369,616 $29.7M 2.57% -113,004 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 368,457 $29.6M 0.1% +106,038 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 365,491 $29.3M 4.9% +8,529 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 364,500 $29.3M 5.21% +12,396 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 363,681 $29.2M 1.86% +91,750 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 363,516 $29.2M 7.74% +12,157 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 361,522 $29M 1.84% +27,529 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 352,217 $28.3M 3.98% +3,838 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 351,563 $28.2M 0.66% +11,755 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 344,040 $27.6M 6.7% -92,593 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 342,592 $27.5M 0.05% +11,383 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 325,749 $26.4M 0.17% +9,648 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 319,293 $25.6M 3.16% -140,529 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 662,280 $25.6M 0.06% +180,354 13F-HR/A Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 315,662 $25.3M 3.21% -15,829 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 311,170 $25M 0.39% +14,783 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 302,663 $24.3M 1.21% +28,649 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 299,457 $24M 0.08% +33,314 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 293,207 $23.5M 0.43% +674 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 292,326 $23.5M 0.56% -2,717 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 290,063 $23.3M 0.13% +76,013 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 289,715 $23.3M 6.46% +7,311 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 288,034 $23.1M 5.38% +6,818 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 287,905 $23.1M 6.09% +2,435 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 287,484 $23.1M 6% +59,366 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 285,075 $22.9M 7.68% +13,423 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 281,851 $22.6M 2.03% +59,184 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 280,112 $22.5M 9.52% +27,221 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 278,929 $22.4M 5.82% +29,757 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 274,049 $22M 18.84% 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 268,566 $21.6M 9.13% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 268,485 $21.6M 1.09% -3,890 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 261,785 $21M 0.02% -18,903 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 261,713 $21M 10.29% +15,838 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 258,105 $20.9M 8.41% +19,908 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 258,287 $20.7M 1.73% +16,272 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 254,599 $20.4M 0.44% +251,427 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 254,174 $20.4M 0.04% +157,401 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 254,012 $20.4M 0.55% +24,270 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 247,467 $19.9M 0.02% +83,128 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 247,034 $19.8M +15,447 Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 245,679 $19.7M <0.01% +26,169 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 244,933 $19.7M 0.55% +26,269 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 238,783 $19.2M 0.02% -851,621 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 237,702 $19.1M 0.73% +87,220 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 236,172 $19M 0.43% +8,444 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 234,421 $18.8M 0.31% 0 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 234,318 $18.8M 1.67% +13,864 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 230,532 $18.5M 0.85% +50,398 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 229,323 $18.4M 7.69% +17,826 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 227,109 $18.2M 0.03% +28,533 13F-HR/A Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 226,324 $18.2M 8.94% +2,032 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 220,259 $17.7M 3.64% +12,852 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 219,494 $17.6M 0.01% -11,743 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 218,994 $17.6M 0.21% +33,981 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 216,328 $17.4M 0.34% +13,050 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 215,114 $17.3M 17.06% 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 213,511 $17.1M -84,838 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 212,454 $17.1M 0.84% +211,577 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 211,996 $17M 0.18% +25,061 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 210,332 $16.9M 2.78% +11,636 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 210,257 $16.9M 8.9% +10,597 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 209,905 $16.8M 2.96% +8,904 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 206,955 $16.6M 2.68% +6,957 13F-HR/A Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 204,866 $16.4M 0.67% +6,443 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200,151 $16.1M 2.71% 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 200,034 $16.1M 8.75% +6,127 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 199,449 $16M 0.59% +5,881 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 197,313 $15.8M 0.06% -24,200 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 190,306 $15.3M 2.95% +2,104 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 189,182 $15.2M 0.56% +7,232 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 188,970 $15.2M 0.57% +15,687 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 188,570 $15.1M 0.17% +30,622 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 187,286 $14.9M 0.26% 13F-HR/A Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 183,934 $14.8M 2.59% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 183,740 $14.7M 1.16% -14,115 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 181,619 $14.6M 15.4% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 179,845 $14.4M 1.01% +19,763 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 179,413 $14.4M 0.47% +1,393 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 178,120 $14.3M 1.85% +3,681 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 176,953 $14.2M 5.73% +14,132 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 175,442 $14.1M 7.99% +24,386 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 174,017 $14M 0.03% +21,571 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 171,574 $13.8M 0.63% -30,603 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 170,434 $13.7M 0.01% +73,837 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 169,921 $13.6M 3.59% -54,889 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 169,732 $13.6M 4.93% +13,165 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 169,720 $13.6M 2.29% -3,100 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 169,291 $13.6M 0.04% +7,058 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 164,826 $13.2M 6.96% +5,019 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 163,612 $13.1M 2.86% +6,373 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 160,153 $12.9M 6% 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 157,892 $12.7M 0.15% -87,439 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 155,448 $12.5M 0.36% +25,054 13F-HR Timeline