BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 84,849,444 $7.11B 0.52% +2,552,216 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 83,976,379 $7.03B 2.4% +3,339,026 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 51,306,322 $4.3B 0.29% -1,965,045 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,568,303 $2.23B 1.59% +129,964 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 24,048,406 $2.01B 0.12% +4,399,400 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,404,757 $1.12B 0.2% +15,984 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,235,454 $941M +666,520 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 10,895,493 $912M 0.25% +604,588 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,181,977 $853M 0.17% +570,203 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,285,729 $694M 0.1% -1,338,001 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,089,086 $594M 0.13% +540,294 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 6,093,365 $510M 10.87% +1,670,078 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,958,038 $499M 0.78% +1,471,898 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,510,729 $462M 1.03% +449,017 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,870,777 $408M 0.13% +249,904 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,244,757 $355M 0.19% +244,977 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,118,683 $345M +292,896 Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,914,914 $245M 0.78% +189,013 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,700,000 $226M 1.37% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,596,496 $217M 2.46% +424,434 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,440,152 $204M 0.22% +1,348,722 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,201,696 $184M +867,923 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 2,093,581 $175M 0.03% +169,398 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,078,514 $174M 0.24% +165,421 13F-HR/A Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,838,783 $154M 2.73% +253,188 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,817,545 $152M 8.17% +38,498 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,746,325 $146M 4.51% +633,750 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,699,369 $142M 18.28% 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,615,840 $135M 19.44% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,594,840 $134M <0.01% -103,976 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1,542,000 $129M 0.1% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,455,853 $122M 0.83% +269,343 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 1,370,668 $115M 2.06% +47,638 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,306,015 $109M 8.24% +396,745 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/ 1,289,599 $108M 0.11% +1,208,175 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,282,358 $107M 0.12% +97,047 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,281,295 $107M 0.25% +59,568 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,263,763 $106M 8.88% +18,728 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,241,883 $104M 11.39% +72,871 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,240,532 $104M 0.21% -3,103 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,233,840 $103M 0.14% +125,980 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 1,225,000 $103M 3.69% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,095,523 $91.8M 0.15% +894,542 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,055,148 $88.4M 2.49% +69,950 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,047,605 $87.7M 5.13% +38,830 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,015,034 $85M <0.01% +999,954 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 1,008,300 $84.4M 0.5% new 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,003,349 $84M 11.34% -11,358 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 952,152 $79.7M 0.82% +41,898 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 942,530 $79M -134,500 Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 905,604 $75.8M 16.42% +55,030 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 893,254 $74.8M 0.2% +74,859 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 880,037 $73.8M 4.78% +53,454 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 869,129 $72.8M 0.11% -24,050 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 859,667 $72M 1.9% +20,338 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 853,990 $71.6M 3.3% +35,188 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 854,876 $71.6M 0.79% +67,186 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 845,435 $70.8M 5.51% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 815,237 $68.3M 0.99% +85,340 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 805,609 $67.5M 4.28% +30,054 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 804,300 $67.4M 0.03% +46,400 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 803,480 $67.3M 0.04% +222,795 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 784,092 $65.7M 0.09% -1,488,147 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 782,100 $65.5M 1.12% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 774,720 $64.9M 0.23% +24,548 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 763,226 $63.9M 0.08% +11,650 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. 723,612 $60.6M 0.17% +123,794 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 GDS Wealth Management More: the full row for GDS Wealth Management 717,116 $60.1M 3.76% +76,832 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 707,275 $59.2M 2.54% +2,253 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 704,745 $59M 0.08% +391,706 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 695,121 $58.2M 1.36% +7,546 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 669,249 $56M 0.26% +111,155 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 662,433 $55.5M 0.22% -168,032 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 655,062 $54.9M 0.9% +1,083 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 652,715 $54.7M 0.05% +56,010 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 651,573 $54.6M 13.38% +12,710 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 642,293 $53.8M 0.7% +16,654 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 639,920 $53.6M 15.11% +53,482 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 629,567 $52.7M 6.76% +65,577 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 621,082 $52M 0.04% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 620,853 $52M 0.08% +256,976 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 620,181 $51.9M 0.02% +54,526 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 594,793 $49.8M 5.99% +39,446 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 587,634 $49.2M 0.26% +15,072 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 583,718 $48.9M 11.92% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 580,994 $48.7M 1.32% +40,013 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 577,207 $48.3M 5.94% +24,983 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 547,148 $45.8M 4.87% +51,524 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 539,643 $45.2M 9.94% +15,021 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 532,586 $44.6M 2.95% +31,972 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 531,593 $44.5M 1.23% +230,867 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 529,120 $44.3M 0.07% -31,754 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 516,671 $43.3M 3% +23,073 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 483,675 $40.5M 13.42% +3,945 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 483,219 $40.5M 5.96% -833 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 480,641 $40.3M 4.16% +1,605 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 473,101 $39.6M 4.87% -149,159 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 470,819 $39.4M 9.39% +13,550 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 469,622 $39.3M 0.05% +36,058 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 468,784 $39.3M 0.22% +445,589 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 464,843 $38.9M 0.01% +19,807 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 451,628 $37.8M 11.16% +1,990 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 449,791 $37.7M 0.21% +54,289 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 447,133 $37.4M 7.76% +57,958 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 445,581 $37.3M 0.1% +18,452 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 441,834 $37.1M 10.37% +12,845 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 434,549 $36.4M 1.31% +27,255 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 430,933 $36.1M 0.42% +42,417 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 430,914 $36.1M 0.4% +10,751 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 428,096 $35.9M 0.13% +45,038 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 415,692 $34.8M 5.36% +411,323 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 415,679 $34.8M 4.49% +12,216 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400,763 $33.6M 0.02% +4,526 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 399,219 $33.5M 0.05% +50,562 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 395,967 $33.3M 0.11% 0 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 396,309 $33.2M 4.11% +17,208 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 394,360 $33.1M 7.35% +20,218 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 391,804 $32.8M 0.27% -79,407 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 389,335 $32.6M 4.44% +4,444 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 383,659 $32.1M 3.34% +9,656 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 382,757 $32.1M 4.54% +182,666 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 378,354 $31.7M 7.84% +35,444 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 378,007 $31.7M -20,886 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 377,660 $31.6M 0.04% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 372,551 $31.2M 4.82% +4,327 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 370,814 $31.1M 1.17% +17,868 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 370,017 $31M 0.04% +77,245 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 363,059 $30.4M 6.16% +6,608 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 360,867 $30.2M 0.6% +20,576 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 360,796 $30.2M 1.07% +88,963 13F-HR Timeline 25 LLC More: the full row for 25 LLC 355,724 $29.8M 9.45% +32,335 13F-HR Timeline Essex LLC More: the full row for Essex LLC 353,751 $29.6M 5.25% -61,580 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 352,454 $29.5M 0.58% +29,203 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 350,070 $29.3M 0.43% +32,445 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 348,069 $29.1M 0.35% -21,411 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 343,394 $28.8M 0.39% +129,165 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 337,926 $28.3M 0.52% -15,101 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 336,870 $28.2M 10.24% +87,924 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 335,206 $28.1M 0.21% +194,451 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 334,618 $28M 8.51% +17,418 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 331,540 $27.8M 0.46% +8,587 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 323,930 $27.1M 1.31% +124,885 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 323,846 $27.1M 0.58% +20,460 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 323,341 $27.1M 4.64% +1,330 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 318,380 $26.7M 5.9% +9,342 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 316,696 $26.5M 8.87% +7,928 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 316,171 $26.5M 0.11% -154,079 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 313,991 $26.3M 6.19% +4,903 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 313,071 $26.2M 0.3% +21,264 13F-HR Timeline Group AOZORA BANK, LTD. More: the full row for AOZORA BANK, LTD. 310,000 $26M 79.7% -780,000 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 299,420 $25.1M +41,670 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 291,363 $24.8M 0.45% +19,049 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 291,325 $24.4M 3.06% -20,436 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 284,739 $23.8M 0.17% +62,650 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 278,760 $23.3M 0.01% +63,842 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 277,226 $23.2M 0.13% +5,979 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 275,950 $23.1M 9.62% -3,115 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 275,674 $23.1M 0.01% -804 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 275,673 $23.1M 0.3% +22,204 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 274,319 $23M 0.46% +1,319 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 273,012 $22.9M 0.71% -9,010 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 269,149 $22.5M 3.61% +17,494 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 268,487 $22.5M 7.92% +14,880 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 268,163 $22.5M 1.84% +2,826 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 267,974 $22.4M 0.05% +78,667 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 265,213 $22.1M 0.26% +16,395 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 260,276 $21.8M 0.04% +55,085 13F-HR/A Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 255,295 $21.4M 3.61% +57,500 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 252,325 $21.1M +21,263 Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 250,501 $21M 14.62% -24,774 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 249,884 $20.9M 8.95% +52,017 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 243,359 $20.4M 0.45% +215,247 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 239,239 $20M 7.73% +25,195 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 238,999 $20M 9.26% +21,742 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 234,723 $19.7M 0.03% +58,876 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 234,218 $19.6M 0.17% +689 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 229,434 $19.2M 2.75% +11,792 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 228,859 $19.2M 0.69% +45,347 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 226,896 $19M 0.01% +32,886 13F-HR/A Timeline Group Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 226,690 $19M 14.77% 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 224,943 $18.8M 3.64% +68,515 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 223,941 $18.8M 7.07% +221,273 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 223,715 $18.7M 0.59% +4,394 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 222,498 $18.6M 0.61% +9,682 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 222,472 $18.6M 5.61% +25,819 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 222,225 $18.6M 0.64% +4,405 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 221,739 $18.6M 5.15% +92,818 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 221,648 $18.6M 2.94% -726 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 218,725 $18.3M 0.03% +173,324 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 216,070 $18.1M 0.7% +53,104 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 214,816 $18M 0.6% +5,951 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 211,765 $17.7M 0.06% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 211,567 $17.7M 6.6% +21,210 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 210,752 $17.7M 0.2% -1,074 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 207,213 $17.4M 16.75% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 204,064 $17.1M 0.07% -11,207 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 200,521 $16.8M 2.34% +2,679 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 198,775 $16.6M 5.57% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 195,827 $16.4M 7.6% +9,850 13F-HR Timeline