BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 82,297,228 $6.92B 0.52% +5,909,857 13F-HR/A Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 80,637,353 $6.78B 2.45% -21,616,511 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 53,271,367 $4.48B 0.29% -2,040,937 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,438,339 $2.22B 1.7% +927,083 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,649,006 $1.65B 0.1% +1,838,481 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,388,773 $1.13B 0.2% +1,264,873 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,568,934 $889M +292,892 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 10,355,151 $871M 6.4% -2,434,013 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,290,905 $866M 0.25% +591,588 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. 10,274,488 $864M 0.7% +5,829,200 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,623,730 $809M 0.12% +1,804,748 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,611,774 $808M 0.16% +458,276 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,548,792 $550M 0.13% -1,658,870 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,061,712 $426M 1% +189,986 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,620,873 $389M 0.12% +431,590 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,486,140 $377M 0.61% +616,489 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 4,423,287 $372M 9.79% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,999,780 $336M 0.2% +100,445 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,825,787 $322M 0.06% +213,501 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,725,901 $229M 0.76% +76,797 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,700,000 $227M 1.46% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,272,239 $191M 0.25% +30,513 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,172,062 $183M 2.05% +27,289 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 1,924,183 $162M 0.03% +102,800 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,913,093 $161M 0.25% -44,779 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,779,047 $150M 8.26% +34,649 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,698,816 $143M <0.01% +73,791 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,585,595 $133M 2.76% +83,504 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 1,542,000 $130M 0.11% -70,000 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,333,773 $112M +82,966 Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,323,030 $111M 2.24% +34,175 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,245,035 $105M 9.1% +722,469 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,243,635 $105M 0.22% +53,895 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,221,727 $103M 0.24% +121,064 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,186,510 $99.8M 0.73% +161,672 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,185,311 $99.7M 0.12% +378,132 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,169,012 $98.3M 11.58% +125,379 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,112,575 $93.6M 4.37% -102,425 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,107,860 $93.2M 0.13% +79,824 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,106,373 $93.1M 0.08% -119,476 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,091,430 $91.8M 0.1% +40,910 13F-HR Timeline AOZORA BANK, LTD. More: the full row for AOZORA BANK, LTD. 1,090,000 $91.7M 93.2% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,077,030 $90.6M -189,400 Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,014,707 $85.3M 12.83% -20,745 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,008,775 $84.8M 5.12% +40,731 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 985,198 $82.9M 2.5% +101,560 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 910,254 $76.6M 0.77% +45,594 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 909,270 $76.5M 6.19% +522,616 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 893,179 $75M 0.11% +328,466 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 850,574 $71.5M 15.98% -6,618 13F-HR Timeline Busey Bank More: the full row for Busey Bank 839,329 $70.6M 1.97% +19,685 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 830,465 $69.9M 0.3% +147,574 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 826,583 $69.3M 4.8% +101,626 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 818,802 $68.9M 3.46% +9,689 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 818,395 $68.8M 0.19% +297,335 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 787,690 $66.3M 0.75% +79,956 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 775,555 $65.2M 4.26% +23,651 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 757,900 $63.7M 0.03% -27,100 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 751,576 $63.2M 0.11% -6,072 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 750,172 $63.1M 0.22% +45,534 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 729,897 $61.4M 0.92% +93,114 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 718,432 $60.2M 5.51% 0 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 705,022 $59.3M 2.63% +303,093 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 687,575 $57.8M 1.35% +64,578 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 653,979 $55M 0.97% +8,674 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 640,284 $53.9M 3.56% +71,507 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 638,863 $53.7M 13.31% +34,249 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 625,639 $52.6M 0.7% +4,696 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 622,260 $52.3M 4.41% +603,611 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. 599,818 $50.5M 0.16% -623 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 596,705 $50.2M 0.05% +52,135 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 586,438 $49.3M 14.41% +29,811 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 580,685 $48.7M 0.03% +134,348 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 572,562 $48.2M 0.31% +34,234 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 565,655 $47.6M 0.02% +48,162 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 563,990 $47.4M 6.04% +4,669 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 560,874 $47.2M 0.08% +388,028 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 558,094 $46.9M 0.23% +52,588 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 555,347 $46.7M 5.88% +36,123 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 552,224 $46.4M 5.78% +39,176 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 540,981 $45.5M 1.27% +33,368 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 524,622 $44.1M 10.28% +22,381 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 508,581 $42.8M 1.29% +373,869 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 500,614 $42.1M 2.89% +49,091 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 495,624 $41.7M 4.51% +45,077 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 493,598 $41.5M 2.96% +20,482 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 484,052 $40.7M 6.18% +5,557 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 479,730 $40.4M 13.5% +31,395 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 479,036 $40.3M 4.75% +237,600 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 471,211 $39.6M 0.4% +15,033 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 470,250 $39.4M 0.17% +34,073 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 457,269 $38.5M 9.37% +12,414 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 449,638 $37.8M 11.2% +3,976 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 445,036 $37.4M 0.01% +3,610 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 433,564 $36.5M 0.05% +50,020 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 428,989 $36.1M 11.08% +15,217 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 427,129 $35.9M 0.11% +21,758 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 420,163 $35.3M 0.39% -707 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 415,331 $34.9M 6.33% -174,607 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 407,294 $34.3M 1.27% +30,858 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 403,463 $33.9M 4.37% +52,905 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 398,893 $33.6M -101,800 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 396,237 $33.3M 0.02% +3,923 13F-HR Timeline Group Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 395,967 $33.3M 0.12% 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 395,502 $33.3M 0.19% +40,503 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 389,175 $32.7M 7.08% +75,877 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 388,516 $32.7M 0.4% +25,880 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 384,891 $32.4M 4.62% +9,147 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 383,058 $32.2M 0.15% -43,203 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 379,101 $31.9M 3.73% -168,267 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 374,142 $31.5M 7.46% +4,240 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 374,003 $31.5M 3.43% +14,008 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 369,480 $31.1M 0.37% +50,976 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 368,224 $31M 5.42% -1,596 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 363,877 $30.6M 0.05% -1,789 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 361,676 $30.4M 1.68% -4,567 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 356,451 $30M 6.3% +2,310 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 353,027 $29.7M 0.62% -9,813 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 352,946 $29.7M 1.16% +25,182 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 348,657 $29.3M 0.04% +27,609 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 342,910 $28.8M 7.72% +18,331 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 340,291 $28.8M 0.64% +96,870 13F-HR Timeline 25 LLC More: the full row for 25 LLC 323,389 $27.2M 9.26% +14,275 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 323,251 $27.2M 1.01% +6,309 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 322,953 $27.2M 0.46% +15,460 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 322,011 $27.1M 4.69% +40,000 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 318,692 $26.8M 1.22% +5,353 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 317,625 $26.7M 0.41% +45,994 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 317,200 $26.7M 8.61% +27,965 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 313,039 $26.3M 0.04% new 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 311,761 $26.2M 3.22% +2,210 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 309,088 $26M 6.15% +7,613 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 309,038 $26M 5.85% +6,768 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 308,768 $26M 9.01% +13,407 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 303,386 $25.5M 0.57% +34,049 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 300,726 $25.3M 0.72% +97,683 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 292,772 $24.6M 0.03% -5,730 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 291,807 $24.5M 0.42% -2,924 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 282,022 $23.7M 0.76% -10,164 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 279,065 $23.5M 10.37% new 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 276,478 $23.3M 0.01% +26,415 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 275,275 $23.2M 17.03% +18,958 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 273,000 $23M 0.47% +5,694 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 272,314 $22.9M 0.42% +4,464 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 271,833 $22.9M 1.13% +185,292 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 271,247 $22.8M 0.13% +6,051 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 265,337 $22.3M 1.9% +2,049 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 257,750 $21.7M -1,882 Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 253,607 $21.3M 7.77% -18,957 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 253,469 $21.3M 0.31% +5,632 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 251,655 $21.2M 3.55% +7,272 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 248,946 $20.9M 8.11% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 248,946 $20.9M 8.11% +73,600 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 248,818 $20.7M 0.29% +21,626 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 233,529 $19.6M 0.15% +8,824 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 231,062 $19.4M +39,782 Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 224,890 $18.9M 0.52% +195,453 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 223,974 $18.8M 0.03% +129,003 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 222,089 $18.7M 0.16% +63,579 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 222,374 $18.7M 3.08% +25,183 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 219,321 $18.4M 0.6% +8,635 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 217,820 $18.3M 0.64% +691 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 217,642 $18.3M 2.68% +6,757 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 217,257 $18.3M 8.73% +20,228 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 215,271 $18.1M 0.07% +3,600 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 214,918 $18.1M 0.01% -2,622 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 214,229 $18M 0.34% +199,091 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 214,044 $18M 7.1% +13,120 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 212,816 $17.9M 0.59% +5,749 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 211,826 $17.8M 0.21% -1,717 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 208,865 $17.6M 0.6% +2,514 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 205,191 $17.3M 0.03% -33,977 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 200,981 $16.9M 0.03% +115,314 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 200,091 $16.8M 2.59% +7,831 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 199,045 $16.7M 1.17% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 197,867 $16.6M 6.98% +8,135 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 197,842 $16.6M 2.54% -9,857 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 197,795 $16.6M 2.75% +3,777 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 196,653 $16.5M 5.59% +18,343 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 194,010 $16.3M 0.01% +50,559 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 192,374 $16.2M 6.63% -2,966 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 190,357 $16M 6.34% -7,886 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 189,307 $15.9M 0.04% -155,249 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 188,364 $15.8M 0.02% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 187,482 $15.8M 0.65% +4,925 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 186,000 $15.6M 4.9% +60,000 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 185,977 $15.6M 7.6% +4,388 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 183,512 $15.4M 0.59% +42,860 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 181,036 $15.1M 0.22% -3,140 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 177,406 $14.9M 4.85% +5,153 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 176,598 $14.9M 2.51% +8,009 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 176,485 $14.8M 0.09% -707,883 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 176,225 $14.8M 1.04% -2,197 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 176,158 $14.8M 1.98% -50,390 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 175,847 $14.7M 0.03% +12,588 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 174,640 $14.7M 0.93% -7,917 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 174,275 $14.7M 6.62% +6,300 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 174,065 $14.6M 8.44% +55,003 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 173,521 $14.6M 5.97% -33,519 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 173,219 $14.6M 3.36% +25,336 13F-HR Timeline