Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 102,253,864 $8.48B 3.37% +4,850,259 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/ 76,387,371 $6.33B 0.51% +698,576 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,312,304 $4.59B 0.32% +3,404,271 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,511,256 $2.12B 1.81% +505,937 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 17,810,525 $1.48B 0.1% +2,553,029 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 12,789,164 $1.06B 6.39% -3,088,535 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,123,900 $1.01B 0.2% +654,043 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,276,042 $852M -1,495,835 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,699,317 $804M 0.27% +346,650 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,153,498 $759M 0.17% +413,762 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,207,662 $680M 0.17% -1,825,513 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,818,982 $648M 0.1% -3,448,026 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 6,670,000 $553M 8.78% -580,000 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,871,726 $404M 1.04% +1,995,404 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. 4,445,288 $369M 0.37% +156,300 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 4,423,287 $367M 9.28% +123,578 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,189,283 $347M 0.12% -72,611 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. 3,899,335 $323M 0.21% +72,147 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,869,651 $321M 0.56% +594,990 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,612,286 $300M 0.06% +45,510 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,906,432 $241M 0.1% +2,906,422 13F-HR/A Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,700,000 $224M 1.65% 0 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,649,104 $220M 0.79% +62,747 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,241,726 $186M 0.25% +528,975 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,144,773 $178M 2.1% -30,616 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,957,872 $162M 0.22% -62,774 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 1,821,383 $151M 0.03% +3,845 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,744,398 $145M 8.5% -274,294 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,625,025 $135M <0.01% +51,648 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 1,612,000 $134M 0.12% 0 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,502,091 $124M 2.82% +133,944 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 1,288,855 $107M 2.42% +39,293 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,266,430 $105M +25,700 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,250,807 $104M +57,012 Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 1,250,000 $104M 3.5% +700,000 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,225,849 $102M 0.09% -81,303 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,215,000 $101M 4.66% +590,000 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,189,740 $98.7M 0.23% +83,892 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,100,663 $91.3M 0.24% -145,097 13F-HR Timeline AOZORA BANK, LTD. More: the full row for AOZORA BANK, LTD. 1,090,000 $90.4M 93.22% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,050,520 $87.1M 0.11% -15,552 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,043,633 $86.5M 11.56% -8,913 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,035,452 $85.9M 13.6% -65,204 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,028,036 $85.2M 0.13% +28,709 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,024,838 $85M 0.7% +58,214 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 968,044 $80.3M 5.45% +15,849 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 884,368 $73.3M 0.5% +130,458 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 883,638 $73.3M 2.54% +34,937 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/ 865,566 $71.8M 0.08% +801,407 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 864,660 $71.7M 0.77% +864,643 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 857,192 $71.1M 17.07% -46,295 13F-HR Timeline Busey Bank More: the full row for Busey Bank 819,644 $68M 2.07% +6,530 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 809,113 $67.1M 3.61% +6,317 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 807,179 $66.9M 0.11% -15,973 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 785,000 $65.1M 0.04% +44,300 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 757,648 $62.8M 0.11% +23,750 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 751,904 $62.3M 4.32% +2,189 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 750,000 $62M 0.68% new 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 Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 724,957 $60M 4.57% +83,372 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 707,734 $58.7M 0.75% +1,779 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 704,638 $58.4M 0.22% -11,126 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 682,891 $56.6M 0.27% +100,028 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 675,000 $56M 0.32% new 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 673,619 $55.9M 3.05% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 668,447 $55.4M 2.74% +662,732 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 645,305 $53.5M 1.04% -848,854 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 636,783 $52.8M 0.91% +34,185 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 622,997 $51.7M 1.28% -57,775 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 620,943 $51.5M 0.72% +1,918 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 618,289 $51.3M 0.11% new 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 604,614 $50.1M 13.44% +26,527 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. 600,441 $49.8M 0.17% -28,686 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 589,938 $48.9M 9.63% -6,809 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 568,777 $47.2M 3.44% -13,635 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 564,549 $46.8M 12.4% -7,175 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 564,713 $46.7M 0.08% +158,523 13F-HR/A Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 559,321 $46.4M 6.44% -30,106 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 556,627 $46.2M 14.51% +35,390 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 547,368 $45.4M 5.56% +54,015 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 544,570 $45.2M 0.04% +4,441 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 538,328 $44.7M 0.34% +77,133 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 522,566 $43.3M 4.01% +5,983 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 521,060 $43.2M 0.13% +29,957 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 519,224 $43.1M 5.76% +22,841 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 517,493 $42.9M 0.02% +26,428 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 513,048 $42.5M 5.89% +9,133 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 507,613 $42.1M 1.31% +51,293 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 505,506 $41.9M 0.23% +73,664 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 500,693 $41.5M +81,920 Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 502,241 $41.5M 10.59% +16,533 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 478,495 $39.7M 6.38% -138 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 473,116 $39.2M 2.98% +29,294 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 456,178 $37.8M 0.42% +3,227 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 451,523 $37.4M 2.77% -83,073 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 450,547 $37.4M 4.56% +21,536 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 448,335 $37.2M 13.36% -31,454 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 445,662 $37M 11.63% -223 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 444,855 $36.9M 9.5% -72 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 446,337 $36.9M 0.03% +94,876 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 441,426 $36.6M 0.01% -1,386 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 436,177 $36M 0.24% +116,948 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 426,261 $35.3M 0.18% -4,889 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 420,870 $34.9M 0.38% -3,312 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 413,772 $34.3M 11.27% +16,381 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 405,371 $33.6M 0.12% +53,729 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 401,929 $33.3M 1.6% +3,477 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 392,314 $32.5M 0.02% -54,379 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 386,654 $32.1M 2.56% +8,501 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 383,544 $31.8M 0.05% +30,718 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 376,900 $31.3M 0.04% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 376,436 $31.2M 1.32% +53,098 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 375,744 $31.2M 4.9% -1,909 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 369,902 $30.7M 7.68% -293 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 369,820 $30.7M 5.73% -33,068 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 366,243 $30.4M 1.75% +13,741 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 365,666 $30.3M 0.05% -21,769 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 362,840 $30.1M 0.67% +657 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 362,636 $30.1M 0.41% +27,134 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 359,995 $29.9M 3.54% +176,335 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 354,999 $29.4M 0.18% +2,447 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 354,141 $29.4M 6.68% +10,111 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 350,558 $29.1M 4.06% +1,576 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 344,556 $28.6M 0.08% +3,241 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 327,764 $27.2M 1.2% +10,765 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 324,579 $26.8M 7.34% +41,171 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 321,048 $26.5M 0.04% +10,790 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 319,111 $26.5M 0.02% +307,763 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 318,504 $26.4M 0.37% +8,171 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 316,942 $26.3M 1.09% 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 313,339 $26M 1.22% +303,521 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 313,298 $26M 6.04% -2,035 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 309,551 $25.7M 3.25% -18,509 13F-HR Timeline 25 LLC More: the full row for 25 LLC 309,114 $25.6M 9.42% +22,249 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 307,493 $25.5M 0.45% +8,448 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 302,270 $25.1M 6.12% +5,390 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 301,908 $25M 3.69% +4,582 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 301,475 $25M 6.34% +5,330 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 298,502 $24.8M 0.03% +119,837 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 294,731 $24.4M 0.47% +19,812 13F-HR Timeline Group Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 295,361 $24.4M 8.91% +19,723 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 292,186 $24.2M 0.84% +17,979 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 289,235 $24M 8.89% +16,087 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 282,011 $23.2M 4.25% -91,352 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 275,036 $22.8M 0.22% -254,087 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 272,564 $22.6M 8.69% +5,333 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 271,631 $22.5M 0.51% +137,049 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 269,337 $22.3M 0.55% +23,960 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 267,850 $22.2M 0.44% +11,811 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 267,306 $22.2M 0.5% +8,315 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 265,196 $22M 0.17% -200,854 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 263,288 $21.8M 1.92% +28,231 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 259,632 $21.5M -471 Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 256,317 $21.3M 17.21% -12,684 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 250,063 $20.7M 0.01% -11,446 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 247,837 $20.6M 0.32% +23,063 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 244,383 $20.3M 3.8% +19,512 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 241,436 $20M 2.56% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 243,421 $20M 0.54% +21,230 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 239,168 $19.8M 0.04% +65,240 13F-HR/A Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 236,466 $19.6M 3.36% +17,349 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 236,027 $19.6M 0.19% +28,556 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 228,837 $19M 17.26% +8,393 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 226,548 $18.8M 2.84% +10,958 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 224,705 $18.6M 0.17% +3,407 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 227,192 $18.6M 0.27% +32,073 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 217,540 $18M 0.01% -80,258 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 217,129 $18M 0.68% -5,032 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 213,543 $17.7M 0.22% -5,516 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 213,236 $17.7M 0.01% +186,846 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 211,671 $17.6M 0.07% +133 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 210,885 $17.5M 2.75% +7,271 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 210,686 $17.5M 0.62% +3,386 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 207,699 $17.2M 2.8% -483 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 207,067 $17.2M 0.61% +343 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 207,040 $17.2M 7.61% -54,594 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 206,351 $17.1M 0.64% +4,172 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 203,043 $16.8M 0.52% +32,895 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 200,924 $16.7M 7.04% +14,744 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 198,243 $16.4M 6.78% -9,381 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 197,029 $16.3M 8.4% -4,268 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 197,191 $16.3M 2.91% +47,889 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 195,340 $16.2M 6.43% -17,565 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 194,018 $16.1M 2.8% -1,680 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 192,260 $15.9M 2.6% +117 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 191,280 $15.9M -1,916 Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 189,732 $15.7M 7.06% -75 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 188,364 $15.6M 0.02% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 184,176 $15.3M 0.24% -239,883 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 183,621 $15.2M 4.49% -883 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 182,557 $15.1M 0.7% +32,610 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 182,557 $15.1M 1.01% +1,722 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 181,589 $15.1M 8.07% -601 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 181,213 $15M 5.38% +2,662 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 178,422 $14.8M 1.54% -180,404 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 178,310 $14.8M 5.88% -7,455 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 175,346 $14.5M 6.29% +16,136 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 172,846 $14.3M 0.03% -284 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 172,528 $14.3M 1.04% -2,585 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 172,253 $14.3M 4.78% new 13F-HR Timeline