Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 97,403,605 $7.96B 3.45% +4,619,654 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/ 75,688,795 $6.19B 0.55% +11,984,268 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51,908,033 $4.24B 0.32% +1,718,299 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,005,319 $2.04B 1.92% +392,344 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 15,877,699 $1.3B 6.5% -3,939,357 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,257,496 $1.25B 0.09% -396,595 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,771,877 $962M +1,151,589 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 11,469,857 $938M 0.21% -386,339 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,267,008 $921M 0.17% -411,618 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,033,175 $821M 0.22% +987,197 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,352,667 $765M 0.3% -1,939,597 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,739,736 $715M 0.17% -414,540 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 7,250,000 $593M 9.12% -2,500,000 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 4,299,709 $352M 9.73% +490,792 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,288,988 $351M 0.42% -186,600 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,261,894 $348M 0.13% +233,367 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. 3,827,188 $313M 0.16% +9,692 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,566,776 $292M 0.06% +48,832 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,274,661 $268M 0.52% +443,417 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,876,322 $235M 0.63% -211,139 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,700,000 $221M 1.9% 0 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,586,357 $211M 0.81% -873,021 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,175,389 $178M 2.28% +197,847 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,020,646 $165M 0.27% -90,921 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,018,692 $165M 9.85% +139,294 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 1,817,538 $149M 0.03% -49,060 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,712,751 $140M 0.2% +99,643 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 $132M 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. 1,601,770 $131M 2.82% +13,479 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,573,377 $129M <0.01% -2 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,494,159 $122M 2.72% +51,689 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,463,019 $120M 1.27% +43,095 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,368,147 $111M 2.87% +90,833 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,307,152 $107M 0.1% -1,115,181 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,249,562 $102M 2.64% +20,310 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,245,760 $102M 0.29% -35,543 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,240,730 $101M +13,500 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,193,795 $97.6M +58,560 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,105,848 $90.4M 0.25% +20,487 13F-HR Timeline Group AOZORA BANK, LTD. More: the full row for AOZORA BANK, LTD. 1,090,000 $89.1M 93.18% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,100,656 $88.3M 16.1% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,066,072 $87.2M 0.12% +213,082 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,052,546 $86.1M 13.43% +341,318 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 999,327 $81.7M 0.13% +49,119 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 966,624 $79M 0.75% -2,606 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 952,195 $77.9M 5.73% +20,398 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 903,487 $73.9M 20.03% +32,922 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 848,701 $69.4M 2.6% +15,241 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 823,152 $67.3M 0.13% +83,666 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 821,601 $67.2M 5.72% +222,847 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 813,114 $66.5M 2.24% +29,706 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 802,796 $65.6M 3.84% +17,834 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 753,910 $61.6M 0.48% +153,431 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 749,715 $61.3M 4.6% +21,401 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 740,700 $60.6M 0.04% +55,300 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 718,432 $60.2M 5.51% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 733,898 $60M 0.11% -10,100 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 715,764 $58.5M 0.23% -2,651 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 705,955 $57.7M 0.81% -8,552 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 680,772 $55.7M 1.48% -4,543 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 673,619 $55.1M 3.82% -2,003,381 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 641,585 $52.5M 4.54% +40,746 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. 629,127 $51.4M 0.21% +17,327 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 625,000 $51.1M 2.43% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 619,025 $50.6M 0.75% -49,833 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 602,598 $49.3M 0.92% +65,986 13F-HR Timeline Essex LLC More: the full row for Essex LLC 596,747 $48.8M 10.57% +35,108 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 589,427 $48.2M 7.08% +8,041 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 582,863 $47.7M 0.26% +106,743 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 582,412 $47.6M 4.06% +89,985 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 578,087 $47.3M 15.4% +6,456 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 571,724 $46.7M 12.98% +14,301 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 550,000 $45M 1.71% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 540,129 $44.2M 0.05% +22,677 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 534,596 $43.7M 3.68% +46,513 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 529,123 $43.3M 0.48% +371,231 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 521,237 $42.6M 14.26% -3,129 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 516,583 $42.2M 4.15% -1,588 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 503,915 $41.2M 9.99% +7,168 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 496,383 $40.6M 5.93% +51,244 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 493,353 $40.3M 5.04% +174,060 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 491,103 $40.2M 0.14% +122,646 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 491,065 $40.1M 0.02% +21,266 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 485,708 $39.7M 11.52% +17,834 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 479,789 $39.2M 15.18% +50,677 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 478,633 $39.1M 6.84% +17,603 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 466,050 $38.1M 0.34% +22,519 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 461,195 $37.7M 0.4% +23,152 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 456,320 $37.3M 1.27% -130,692 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 452,951 $37M 0.45% +6,332 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 446,693 $36.5M 0.03% +64,561 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 445,885 $36.5M 13.04% +12,171 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 444,927 $36.4M 10.02% +4,853 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 443,822 $36.3M 2.96% +50,138 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 442,812 $36.2M 0.01% -74,539 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 431,842 $35.3M 0.21% +141,779 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 431,150 $35.3M 0.21% +22,359 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 429,011 $35.1M 4.77% +26,183 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 424,182 $34.7M 0.4% -312 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 424,059 $34.7M 0.63% -4,305 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 418,773 $34M +22,930 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 406,190 $33.2M 0.07% -256,090 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 402,888 $32.9M 6.17% -5,541 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 398,452 $32.6M 1.7% +9,687 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 397,391 $32.5M 11.72% -1,824 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 387,435 $31.7M 0.06% -63,347 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 379,627 $31M 1.95% +18,105 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 378,153 $30.9M 2.63% +8,537 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 377,653 $30.9M 5.46% +13,153 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 373,363 $30.5M 5.28% +7,872 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 370,195 $30.3M 8.08% +6,679 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 362,183 $29.6M 0.71% +10,620 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 358,826 $29.3M 0.9% +179,413 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 356,361 $29M 0.06% -206,342 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 352,826 $28.8M 0.05% +10,234 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 352,552 $28.8M 0.2% +26,803 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 352,502 $28.8M 1.86% -11,179 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 351,642 $28.8M 0.11% +338,444 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 351,461 $28.7M 0.03% +103,994 13F-HR/A Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 348,982 $28.5M 4.14% -3,235 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 344,030 $28.1M 6.86% -10 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 341,315 $27.9M 0.09% +41,858 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 335,502 $27.4M 0.42% +24,332 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 330,614 $27M 1.12% +265,999 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 328,060 $26.8M 3.46% +12,398 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 323,338 $26.4M 1.27% +54,853 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 319,229 $26.1M 0.22% +303,345 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 316,999 $25.9M 1.27% +14,336 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 315,333 $25.8M 6.47% +36,404 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 314,067 $25.6M 0.12% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 310,333 $25.4M 0.45% +17,126 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310,258 $25.4M 0.05% +83,149 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 303,548 $24.8M 0.86% -61,155 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 300,000 $24.5M 0.42% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 299,045 $24.4M 0.64% +6,719 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 297,798 $24.3M 0.01% +78,304 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 297,326 $24.3M 4.93% +9,292 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 296,880 $24.3M 6.42% +9,396 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 296,145 $24.2M 6.67% +6,430 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 292,103 $23.9M 0.04% +259,914 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 286,865 $23.5M 9.7% +6,753 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 283,408 $23.2M 7.18% -4,497 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 275,162 $22.5M 0.04% -461,023 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 274,919 $22.5M 0.55% +20,907 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 274,207 $22.4M 0.85% +85,025 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 273,148 $22.3M 9.62% 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 275,638 $22.1M 9.42% +17,533 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 269,001 $22M 18.24% -5,048 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 267,231 $21.8M 8.84% +37,908 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 262,681 $21.5M 1.88% -19,170 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 261,634 $21.4M 10.6% -79 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 261,509 $21.4M 0.02% -276 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 260,103 $21.2M +13,069 Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 258,991 $21.2M 0.46% +4,392 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 256,039 $20.9M 0.47% +19,867 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 251,214 $20.5M <0.01% +5,535 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 245,377 $20.1M 0.55% +444 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 241,436 $19.7M 2.9% -246,300 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 235,057 $19.2M 1.81% +739 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 224,871 $18.4M 3.68% +4,612 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 224,774 $18.4M 0.34% +8,446 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 222,282 $18.2M 0.82% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 222,161 $18.2M 0.81% -8,371 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 221,298 $18.1M 0.22% +9,302 13F-HR Timeline Group Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 220,444 $18M 17.47% +5,330 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 222,191 $17.9M 0.62% -15,511 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 219,117 $17.9M 2.98% +12,162 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 219,059 $17.9M 0.24% +65 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 215,590 $17.6M 3.12% +5,258 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 212,905 $17.4M 8.06% -55,661 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 211,538 $17.3M 0.07% +14,225 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 210,721 $17.2M 17.91% +29,102 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 208,182 $17M 3.04% -1,723 13F-HR Timeline TAGStone Capital, Inc. 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