BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 118,464,592 $9.8B 0.72% +33,615,148 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 89,198,232 $7.38B 2.5% +5,221,853 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 52,983,058 $4.36B 0.3% +1,676,736 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 27,022,817 $2.24B 1.52% +454,514 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,132,794 $2.08B 0.13% +1,084,388 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 17,476,776 $1.45B 8.47% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,173,092 $1.09B 0.21% -231,665 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,520,160 $954M 0.22% +4,431,074 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 11,528,855 $954M +293,401 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,226,310 $929M 0.25% +330,817 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,853,776 $898M 0.18% +671,799 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,830,619 $648M 0.09% -455,110 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 6,762,049 $560M 1.23% +1,251,320 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,668,337 $552M 0.86% +710,299 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 6,390,771 $529M 10.53% +297,406 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,288,276 $438M 0.13% +417,499 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,026,493 $416M +907,810 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,728,521 $391M 0.23% +483,764 13F-HR Timeline Group Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 3,133,225 $259M 22.46% new 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 2,923,588 $242M 0.81% +8,674 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,769,399 $229M 2.62% +172,903 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 2,756,420 $228M 6% +1,531,420 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,710,658 $224M 0.38% +1,615,135 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 2,700,000 $223M 1.31% 0 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,545,297 $211M 0.22% +105,145 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,289,777 $189M +88,081 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,579,346 $186M 1.2% +123,493 13F-HR 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 2,067,803 $171M 0.03% -25,778 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 2,015,024 $167M new Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,000,034 $166M 2.87% +161,251 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,986,532 $163M 0.23% -91,982 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,943,286 $161M 9.04% +125,741 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,722,708 $143M 18.42% +23,339 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,629,062 $135M 19.56% +13,222 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,582,747 $131M <0.01% -12,093 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 $128M 0.1% 0 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,532,125 $127M 4.21% -214,200 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,452,302 $120M 0.13% +1,074,642 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 1,391,592 $115M 2% +20,924 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,360,788 $113M 11.84% +118,905 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,348,769 $112M 0.12% +66,411 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,294,286 $107M 9% +30,523 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 1,292,103 $107M 19.37% +386,499 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,247,587 $103M 0.14% +13,747 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,245,551 $103M 2.44% +1,029,481 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,217,898 $101M 0.21% -22,634 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,215,856 $101M 0.25% -65,439 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,200,415 $98.3M 0.05% +396,935 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,099,963 $91M 2.55% +44,815 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,076,970 $89.1M 5.17% +29,365 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,060,313 $87.7M 6.63% -245,702 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,002,543 $83M 2.27% +421,549 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,000,858 $82.8M 0.21% +107,604 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 999,855 $82.7M 0.83% +47,703 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 996,012 $82.4M 6.22% +150,577 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 987,957 $81.6M 4.85% +107,920 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 973,171 $80.5M 10.53% -30,178 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 949,261 $78.6M 0.78% +94,385 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 925,300 $76.6M 0.04% +121,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 922,100 $76.3M 0.11% +52,971 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 903,265 $74.7M 2.03% +43,598 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 988,226 $72.3M 0.16% +589,007 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 872,080 $72.2M 1.07% +56,843 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 869,001 $71.9M 3.42% +15,011 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 837,667 $69.3M 4.43% +32,058 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 837,187 $69.3M 0.1% +53,095 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 824,560 $68.1M -117,970 Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 791,934 $66.6M 0.14% +395,967 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 796,336 $65.9M 3.96% +79,220 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 790,663 $65.4M 0.24% +15,943 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 783,540 $64.8M 0.09% +20,314 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 724,676 $60M 0.06% +71,961 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 715,751 $59.2M 1.43% +20,630 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 710,291 $58.8M 2.43% +3,016 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 705,288 $58.4M +560,686 Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 701,744 $58.1M 2.23% new 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 685,118 $56.7M 13.92% +33,545 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 675,573 $55.9M 0.66% +327,504 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 674,763 $55.8M 0.26% +5,514 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. 671,988 $55.6M 0.16% -51,624 13F-HR/A Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 660,632 $54.7M 0.85% +5,570 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 656,787 $54.1M 0.69% +14,494 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 645,564 $53.4M 0.22% -16,869 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 644,294 $53.3M 15.08% +4,374 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 632,398 $52.3M 6.57% +2,831 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 623,601 $51.6M 3.37% +91,015 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 618,693 $51.2M 5.89% +23,900 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 614,910 $50.9M 11.95% +31,192 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 606,886 $50.2M 1.41% +75,293 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 600,530 $49.7M 0.25% +12,896 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 600,537 $49.7M 0.06% +130,915 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 595,579 $49.3M 0.02% -24,602 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 590,068 $48.8M 5.94% +12,861 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 587,605 $48.6M 0.08% -33,248 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 579,931 $48M 5.01% +32,783 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 546,875 $45.3M 9.76% +7,232 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 538,754 $44.6M 3.12% +22,083 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 526,651 $44.1M 0.01% +61,808 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 518,516 $42.9M 14.72% +34,841 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 491,605 $40.7M 1.83% +484,717 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 483,643 $40M 9.53% +12,824 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 483,527 $40M 8.88% +89,167 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 483,519 $40M 5.89% +300 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 480,589 $39.8M 6.21% +64,897 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 480,641 $39.7M 4.2% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 479,047 $39.6M 5.03% +5,946 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 478,117 $39.6M 1.36% +43,568 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 474,468 $39.3M 8.04% +27,335 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 471,537 $39M 0.31% +136,331 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 465,787 $38.5M 0.06% -63,333 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 464,730 $38.5M 10.44% +13,102 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 461,945 $38.2M 0.1% +16,364 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 455,130 $37.7M 10.5% +13,296 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 450,085 $37.2M 0.43% +19,152 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 447,121 $37M 0.13% +19,025 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 437,999 $36.2M 0.02% +211,103 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 437,471 $36.2M 0.2% -12,320 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 423,173 $35M 4.7% +33,838 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 419,322 $34.7M 0.38% +75,928 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 415,601 $34.4M 4.59% -78 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 410,448 $33.8M 0.11% +94,277 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 405,333 $33.5M 0.8% +81,403 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 401,571 $33.2M 0.02% +276,534 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 400,595 $33.1M 1.21% +29,781 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 399,847 $33.1M 3.42% +16,188 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 397,598 $32.9M 8.19% +19,244 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 396,033 $32.8M 0.06% +220,286 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 395,833 $32.8M 4.28% -476 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 395,237 $32.7M 0.4% -35,677 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 393,087 $32.5M 4.53% +10,330 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 390,395 $32.3M 0.24% -1,409 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 389,989 $32.3M 2.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 388,589 $32.2M 0.26% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 380,032 $31.4M 0.02% -241,050 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 374,750 $31M 9.56% +19,026 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 372,583 $30.8M 0.52% +41,043 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 366,291 $30.3M 0.39% +16,221 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 359,763 $29.8M 5.87% -3,296 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 358,447 $29.7M 8.32% +23,829 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 358,431 $29.7M 10.46% +21,561 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 352,454 $29.5M 0.58% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 350,665 $29M 0.15% +65,926 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 345,199 $28.8M 0.43% -15,668 13F-HR Timeline Essex LLC More: the full row for Essex LLC 343,429 $28.4M 5.02% -10,322 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 341,330 $28.2M 0.56% +3,404 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 339,843 $28.1M 0.58% +15,997 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 337,077 $27.9M 0.02% -63,686 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 335,776 $27.8M 4.67% +12,435 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 330,049 $27.3M 0.3% +16,978 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 326,427 $27M 6.26% +12,436 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 321,325 $26.6M 0.13% -147,459 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 320,710 $26.5M 0.21% +86,492 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 320,635 $26.5M 6.06% +2,255 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 320,075 $26.5M 5.73% +137,031 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 319,243 $26.4M 0.33% +43,570 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 314,793 $26M 3.79% -57,758 13F-HR Timeline Group Ninety One UK Ltd More: the full row for Ninety One UK Ltd 311,749 $25.8M 0.06% +308,639 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 306,722 $25.4M 0.46% +15,359 13F-HR/A Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 303,730 $25.1M 8.43% -12,966 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 295,340 $24.4M 3.05% +4,015 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 294,016 $24.3M 0.99% -66,780 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 291,406 $24.1M 0.12% +14,180 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 289,230 $23.9M -10,190 Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 284,556 $23.5M 0.02% +8,882 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 280,897 $23.2M 0.02% +234,880 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 279,071 $23.1M 3.62% +9,922 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 276,960 $22.9M 0.65% +3,948 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 274,307 $22.7M 0.19% +84,980 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 274,190 $22.7M 0.46% -129 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 272,811 $22.6M 9.12% -3,139 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 268,600 $22.2M +16,275 Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 268,566 $22.2M 8.28% +79 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 269,368 $22.1M 0.31% +4,155 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 266,114 $22M 9.7% +16,230 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 265,385 $22M -112,622 Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 257,997 $21.3M 3.62% +2,702 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 255,681 $21.2M 1.9% -12,482 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 254,036 $21M 14.36% +3,535 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 253,594 $21M 7.51% +14,355 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 251,847 $20.8M 0.04% -8,429 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 249,287 $20.6M 0.01% -29,473 13F-HR/A Timeline Group GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 248,049 $20.5M 9.31% +9,050 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 246,352 $20.4M +213,239 Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 242,260 $20M 2.58% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 240,457 $19.9M 0.06% -27,517 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 238,214 $19.7M 5.16% +16,475 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 236,156 $19.5M 2.83% +6,722 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 235,767 $19.5M 19.23% +9,077 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 235,761 $19.5M 1.99% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 231,448 $19.2M 2.94% +9,800 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 232,087 $19.2M 0.6% +8,372 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 230,023 $19M 0.69% +1,164 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 227,644 $18.8M 0.6% +5,146 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 225,079 $18.6M 0.03% +6,354 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 223,958 $18.5M 6.36% +17 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 220,313 $18.2M 1.11% +25,885 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 218,984 $18.1M 5.7% -3,488 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 218,700 $18.1M 9.83% +28,345 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 218,521 $18.1M 16.54% +11,308 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 217,792 $18M 6.37% +6,225 13F-HR Timeline