BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 79,080,073 $6.25B 0.4% +3,453,771 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,315,686 $1.84B 0.1% +2,921,504 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 12,908,899 $1.02B 10.19% +292,599 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,709,337 $925M 5.04% -1,297,597 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,270,420 $654M +816,467 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,051,110 $636M 0.11% +520,528 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,499,074 $514M +447,173 Timeline NEPC LLC More: the full row for NEPC LLC 6,254,317 $494M 9.22% +188,750 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,730,032 $453M 0.08% +463,477 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,108,527 $404M 7.16% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,257,929 $337M 0.09% +387,410 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,868,237 $306M 0.07% +66,764 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,671,995 $290M 1.45% -3,567 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 3,523,298 $278M 0.05% +198,179 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,204,213 $253M 0.2% +158,671 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,017,285 $238M 0.42% +56,437 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,972,193 $235M 2.05% +137,801 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,937,372 $232M 0.05% +146,504 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 2,877,812 $227M 3.33% +138,889 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,622,076 $207M 0.4% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,551,396 $202M 0.11% +108,503 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 2,355,122 $186M 3.19% +569,774 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,283,720 $180M 0.02% -2,458,914 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,251,764 $178M 0.25% +80,439 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,109,739 $167M 0.2% +386,858 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,075,356 $164M 0.2% +284,756 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,954,548 $155M 0.96% -241,178 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,948,411 $154M 0.01% +653,884 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,942,950 $154M 3.42% +486,401 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,643,651 $130M 0.11% +253,525 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,628,320 $129M 1.01% +256,265 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,565,877 $124M -335,349 Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,534,255 $121M 5.32% +83,106 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,477,491 $117M 0.18% +4,596 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,441,743 $114M 0.43% +57,381 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,395,017 $110M 0.06% +69,767 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,389,243 $110M 0.1% +186,058 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,323,784 $105M 9.18% +48,960 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 1,307,706 $103M 0.11% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,308,576 $103M 4.91% +47,982 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,295,469 $102M 3.77% -1,010 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,270,226 $100M +364,710 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,250,001 $98.8M 0.03% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,139,709 $90.1M 7.64% +153,693 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,129,203 $89.2M 0.03% +53,060 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,095,725 $86.6M 2.1% +28,002 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,079,984 $85.4M 0.1% +172,782 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,077,848 $85.2M 1.59% +27,394 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,059,425 $83.7M 5.35% +52,728 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,057,913 $83.6M 5.69% +13,518 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,027,085 $81.2M 0.01% +56,579 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,013,991 $80.1M 0.11% +70,357 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 987,399 $78.1M 3.12% +26,848 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 982,481 $77.6M 6.31% +42,000 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 943,988 $74.6M 0.25% -10,561 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 916,200 $72.4M 0.08% +82,345 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 901,823 $71.3M 4.34% +40,378 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 901,572 $71.3M 0.36% +58,264 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 896,755 $70.7M 0.21% +686,774 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 881,000 $69.6M 0.04% -13,451 13F-HR Timeline Group Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 866,220 $68.5M 21.22% +11,148 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 857,672 $67.8M 0.62% +79,988 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 853,291 $67.4M 0.1% +53,817 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 843,105 $66.6M 2.48% -3,529 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 838,602 $66.3M 0.71% -21,713 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 818,148 $64.7M 0.08% +45,347 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 798,921 $63.1M 0.04% +210,155 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 795,228 $62.8M 0.2% +787,599 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 785,515 $62.1M +296,022 Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 784,392 $62M 2.96% +14,682 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 769,472 $60.8M 8.3% +40,112 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 748,474 $59.2M 3.21% +9,397 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 732,069 $57.9M 0.29% +99,175 13F-HR/A Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 705,675 $55.8M 0.17% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 703,186 $55.6M 1.02% +8,190 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 703,045 $55.6M 0.7% -1,305 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 679,419 $53.7M 0.71% -202,816 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 675,310 $53.4M 5.23% -3,020 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 653,324 $51.6M 0.05% +26,328 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 647,467 $51.2M 0.2% +61,694 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 626,778 $49.5M +234,174 Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 615,981 $48.7M 6.7% +42,279 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 610,226 $48.2M 17% +212,871 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 605,856 $47.9M 23.08% +35,601 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 596,046 $47.1M 5.26% +2,594 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 583,585 $46.1M 0.52% +3,691 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 570,005 $45M 8.51% new 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 569,042 $45M 9.74% +21,666 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 554,837 $43.8M 12.32% +6,910 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 554,008 $43.8M 9.31% +9,338 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 553,373 $43.7M 0.24% +76,351 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 546,586 $43.2M 0.01% -1,520 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 582,653 $41.5M 0.88% -342,228 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 521,512 $41.2M 2.39% +13,950 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 512,721 $40.5M 0.28% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 509,087 $40.2M 0.08% +82,627 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 488,005 $38.6M 0.77% +44,894 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 485,306 $38.4M 5.48% +35,753 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 479,180 $37.9M 0.28% +15,628 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 478,256 $37.8M 5.84% +38,314 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 480,140 $37.7M 7.68% -39,785 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 463,040 $36.6M 0.06% +432,759 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 462,522 $36.6M 8.96% +18,328 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 462,477 $36.5M 6.11% +13,215 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 476,517 $36.5M 0.06% +61,012 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 458,713 $36.3M 4.11% +26,695 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 456,828 $36.1M 2.28% -102,891 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 450,216 $35.6M 4.28% +19,007 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 442,728 $35M 0.2% +94,249 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 431,832 $34.1M 9.93% +7,778 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 430,866 $34.1M 0.04% -16,777 13F-HR/A Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 427,179 $33.8M 3.91% -14,879 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 426,555 $33.7M 8.47% +11,389 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 425,825 $33.7M 0.08% +10,386 13F-HR/A Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 421,619 $33.3M 6.64% +21,539 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 419,416 $33.1M 0.02% -14 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 418,555 $33.1M 5.18% +377,227 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 418,175 $33M 2.64% -3,639 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 415,721 $32.9M 0.14% -7,125 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 411,962 $32.6M 2.63% +303,873 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 404,069 $31.9M 0.5% +27,574 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 399,593 $31.6M 10.77% -79,065 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 398,171 $31.5M 11.02% -664 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 397,569 $31.4M 1.82% +15,810 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 397,192 $31.4M 1.82% +28,287 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 396,363 $31.3M 0.91% -13,637 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. 394,066 $31.1M 0.06% +7,265 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 390,825 $30.9M 3.85% +7,163 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 381,615 $30.2M 0.36% -99,263 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 373,746 $29.5M 0.05% -1,202 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 366,668 $29M 1.67% +122,949 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 356,395 $28.2M 1.72% -8,810 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 355,131 $28.1M 1.8% +29,972 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 354,434 $27.9M 0.39% -21,061 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 352,248 $27.8M 1.16% +127,012 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 343,297 $27.1M 0.11% +790 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 341,630 $27M 12.8% 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 340,608 $26.9M 2.79% +3,984 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 333,820 $26.4M 5.18% -5,850 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 329,483 $26M 4.17% +5,827 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 329,479 $26M 4.75% +13,340 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 325,334 $25.7M 4.04% +18,443 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 324,911 $25.7M 0.04% +55,582 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 324,430 $25.6M 2.33% -3,345 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 320,622 $25.3M 0.12% +10,769 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 318,076 $25.1M 1.95% +5,217 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 315,425 $25.1M 0.04% -370,360 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 316,064 $25M 7.61% +6,228 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 310,515 $24.5M 1.36% +20,187 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 310,385 $24.5M 1.93% -3,151 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 310,028 $24.5M 4.54% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 308,979 $24.4M 4.51% +33,006 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 304,996 $24.1M 21.08% -2,803 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 304,502 $24.1M 6.34% +16,347 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 302,407 $23.9M 11.88% +4,666 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 301,767 $23.8M 2.23% -18,760 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 300,763 $23.8M 1.66% +18,596 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 297,254 $23.5M 3.34% +8,479 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 296,265 $23.4M 4.37% +9,314 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 294,695 $23.2M 6.71% -2,470 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 291,056 $23M 3.48% +105,975 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 291,028 $23M 0.03% -1,011 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 290,981 $23M 1.66% +16,195 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 289,724 $22.9M 0.26% +90,994 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 285,697 $22.6M 1.52% -4,806 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 285,513 $22.6M +40,472 Timeline Firestone Capital Management More: the full row for Firestone Capital Management 284,093 $22.5M 4.18% +1,491 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 282,109 $22.3M 0.24% -4,071 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 282,053 $22.3M 2.68% +35,437 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 281,825 $22.3M 1.33% -5,048 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 281,160 $22.2M 1.06% -35,373 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 278,295 $22M 4.35% -8,107 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 278,252 $22M 8.75% +12,152 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 277,158 $21.9M 5.82% +9,898 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 276,264 $21.8M 7.79% +50,000 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 274,051 $21.7M 8.56% +19,586 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 272,006 $21.5M 7.5% +20,962 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 270,832 $21.4M 0.77% +6,224 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 270,145 $21.3M 10.55% +1,556 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 263,245 $20.8M 3.28% +6,088 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 255,805 $20.2M 4.8% +62,206 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for Paulson Wealth Management Inc. 244,887 $19.4M 4.11% +10,336 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 244,605 $19.3M 2.8% +1,301 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 244,041 $19.3M 0.65% -2,652 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 238,784 $18.9M 0.06% +5,585 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 235,793 $18.6M 0.48% +1,662 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 233,820 $18.5M 15.68% +25,448 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 231,725 $18.3M 0.25% +49,318 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 231,559 $18.3M 2.96% +1,628 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 230,631 $18.2M 0.22% +130,281 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 229,000 $18.1M 0.02% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 228,711 $18M 6.6% +14,208 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 227,681 $17.9M 5.49% +1,580 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 224,926 $17.8M 2.79% +18,424 13F-HR Timeline