BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 61,050,360 $4.76B 0.44% +9,313,379 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 19,025,231 $1.48B 7.46% -2,034,524 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,810,279 $1.23B 0.09% -1,012,010 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,258,247 $644M +872,581 Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 8,200,000 $640M 10.95% -6,419,866 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,009,322 $469M 0.11% -112,149 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,568,019 $434M 0.09% +28,507 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,431,628 $424M 0.01% +317,430 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,330,720 $416M 0.09% +356,012 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,149,957 $402M 9.54% +41,430 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 5,042,000 $393M 19.06% +3,580,000 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,323,400 $337M 0.37% +412,600 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 4,206,197 $328M 8.81% -77,142 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,301,383 $258M 0.1% 13F-HR/A Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,110,405 $243M 0.51% +64,790 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,089,623 $241M 0.05% -438,588 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,052,140 $238M 0.1% +362,613 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 2,981,093 $233M 10.15% +142,984 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,500,722 $195M 0.17% +192,678 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,318,684 $181M 0.3% +65,700 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 2,156,665 $168M 4.58% +69,456 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,104,110 $164M 0.45% +878,823 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,077,677 $162M 2.1% +278,518 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,867,240 $146M 0.04% +43,718 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 1,822,411 $142M 0.03% +104,029 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,604,768 $125M 0.31% -233,474 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,584,861 $124M 0.19% +670,089 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,399,562 $109M 0.05% +188,306 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,390,964 $109M 2.76% +679,632 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,389,694 $108M 1.9% +167,142 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,380,432 $108M 0.23% +104,170 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,175,897 $92.3M 0.97% -281,987 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,118,980 $87.3M 0.34% -56,851 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,079,885 $84.2M 4.39% +61,770 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,077,107 $84M 10.24% +38,361 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,052,494 $82.1M 0.02% -24,171 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 997,969 $77.9M 4.64% +38,597 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 982,406 $76.6M 0.93% +134,941 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 980,279 $76.5M 1.65% -218,229 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 969,317 $75.6M 0.56% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 937,315 $73.1M 3.64% +4,850 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 934,403 $72.9M 6.31% -253,977 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 904,200 $70.5M 0.1% +84,984 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,247,033 $70.3M 1.96% -176,165 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 876,324 $68.4M 0.07% +112,312 13F-HR Timeline Group Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 847,901 $66.1M 17.08% +101,667 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 835,710 $65.2M 0.01% -3,795,445 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 829,730 $64.7M 1.47% +10,740 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 811,781 $63.3M 13.04% +242,507 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 807,945 $63M 0.09% -7,235 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 803,194 $62.7M 0.06% +250,410 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 794,256 $62M 0.05% -125,920 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 787,489 $61.4M -3,628 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 755,890 $59M 0.12% +56,814 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 750,000 $58.5M 0.16% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 728,273 $56.8M 3.91% +37,732 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 726,052 $56.6M 31.42% 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 726,015 $56.6M 0.21% -26,150 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 725,723 $56.6M 0.33% +58,206 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 725,601 $56.6M 0.06% +91,478 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 724,647 $56.5M 8.84% +19,031 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 718,732 $56.1M 6.73% +62,101 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 707,766 $55.2M 4.44% +46,537 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 707,358 $55.2M 7.07% +37,976 13F-HR Timeline Busey Bank More: the full row for Busey Bank 706,770 $55.1M 1.81% +24,806 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 706,560 $55.1M 2.39% -56,937 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 704,835 $55M 0.8% -6,953 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 673,979 $52.6M 4.25% +34,214 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 670,992 $52.3M 0.09% +36,977 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 657,364 $51.3M 0.72% -11,192 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 624,697 $48.7M 10.17% -6,317 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 620,505 $48.4M 7.54% +5,952 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 613,091 $47.8M 1.34% -27,605 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 599,905 $46.8M 0.09% +200,645 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 588,250 $45.9M 0.66% +42,537 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 566,178 $44.2M 3.22% +41,982 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 557,205 $43.5M 4.14% -1,601 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 535,983 $42M 0.27% +527,235 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 536,436 $41.8M 2.91% +167,859 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 525,675 $41M 18.3% +61,186 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 $40M 0.33% 0 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 504,478 $39.4M 24.12% -104,818 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 492,871 $38.4M 6.38% +14,396 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 492,747 $38.4M 0.13% +39,298 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 479,013 $37.4M 0.43% +178,020 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 464,082 $36.2M 0.05% -18,951 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 458,566 $35.8M -134,085 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 456,251 $35.6M -265,931 Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 451,876 $35.3M 0.01% +14,283 13F-HR Timeline Group Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 451,424 $35.2M 14.61% -1,332 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 449,266 $35M 15.36% +21,718 13F-HR Timeline Essex LLC More: the full row for Essex LLC 449,213 $35M 7.36% +8,736 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 444,670 $34.7M 0.01% -94,070 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 442,838 $34.5M 2.58% -3,633 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 437,849 $34.2M 3.34% -11,842 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 429,428 $33.5M 0.08% -431,204 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 422,092 $32.9M 0.13% +177,471 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 414,193 $32.4M 0.06% -303,516 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 412,773 $32.2M 0.32% +2,877 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 409,656 $32M 5.92% -13,626 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 409,458 $31.9M 0.06% +4,934 13F-HR/A Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 408,193 $31.8M 21.39% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 405,602 $31.6M 4.46% +2,014 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 404,673 $31.6M 0.17% +2,288 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 405,067 $31.6M 2.03% +11,651 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 386,353 $30.1M 1.11% +11,116 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 385,557 $30.1M 0.36% -31,080 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 383,089 $29.9M 3.78% -8,693 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 373,270 $29.1M 0.02% 0 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 371,972 $29M 7.17% -32,128 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 369,996 $28.9M 5.63% +24,809 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 367,650 $28.7M 2.33% -24,850 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 367,138 $28.6M 1.96% -1,445 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 364,677 $28.4M 0.49% -198,032 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 355,365 $27.7M 2.82% +924 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 342,540 $26.7M 6.35% +8,354 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 338,550 $26.4M 0.52% -314,298 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 331,247 $25.8M 2.26% +92,754 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 330,154 $25.8M 5.5% +1,349 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 328,891 $25.7M 0.61% +24,150 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 326,454 $25.5M 0.11% +3,062 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 326,334 $25.5M 0.12% +303,429 13F-HR/A Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 325,593 $25.4M 0.02% +93 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 324,898 $25.3M 1.73% +19,563 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 324,444 $25.3M 0.39% +8,521 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 324,000 $25.3M 0.07% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 323,509 $25.2M 0.08% -3,385 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 319,010 $24.9M 2.58% -1,768 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 318,916 $24.9M 0.9% -25,010 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 318,884 $24.9M 4.37% +1,980 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 312,869 $24.4M 10.4% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 299,681 $23.4M 6.33% -10,093 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 299,554 $23.4M 7.36% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 293,603 $22.9M 10.62% +1,960 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 293,257 $22.9M 2.02% +8,552 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 292,900 $22.8M 8.38% +21,486 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 292,681 $22.8M 0.04% +3,229 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 289,982 $22.6M 0.09% -21,742 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 280,553 $22.2M 0.45% +3,968 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. 282,667 $22.1M 0.09% -87,870 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 281,800 $22M 0.26% +92,110 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 280,066 $21.8M 6.06% +7,993 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 276,404 $21.6M 4.97% +15,483 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 271,939 $21.2M 14.17% +7,270 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 271,935 $21.2M 0.05% +44,051 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 271,651 $21.2M 2.63% +9,755 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 270,841 $21.1M 0.13% -64,942 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 269,280 $21M 3.21% +22,307 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 266,966 $20.8M 1.63% +6,855 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 262,487 $20.5M 3.44% +4,594 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 260,377 $20.3M 0.06% -1,289 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 259,965 $20.3M 6.26% -7,301 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 259,556 $20.2M 21.2% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 256,819 $20M 11.52% -8,056 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 254,961 $19.9M 13.13% +170,539 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 253,334 $19.8M 3.43% -3,940 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 252,373 $19.7M 7.68% -1,465 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 250,642 $19.6M 1.1% -8,241 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 250,310 $19.5M 1.66% new 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 245,901 $19.2M 9.42% +8,189 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 243,260 $19M 6.09% -24,538 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 237,645 $18.5M 1.91% +3,224 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 235,888 $18.4M 0.58% +16,328 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 232,505 $18.1M 2.95% 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 225,943 $17.6M 1.21% -11,760 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 224,175 $17.5M 2.08% -8,092 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 223,623 $17.4M 0.83% -8,970 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 219,591 $17.1M 0.64% +11,331 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 219,321 $17.1M 5.41% +23,180 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 218,428 $17M 4.01% +45,979 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 217,956 $17M 4.51% +5,189 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 216,853 $16.9M 1.26% +3,344 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 213,928 $16.7M 0.61% +19,580 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 211,114 $16.5M 0.16% +206,073 13F-HR/A Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 210,901 $16.5M 2.93% -34,463 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 210,551 $16.4M 0.02% 0 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 208,288 $16.2M 6.39% +3,245 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 206,486 $16.1M 3.41% -4,000 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 205,631 $16M 0.45% +4,426 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 203,612 $15.9M 0.45% +16,986 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 202,444 $15.8M 16.68% 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 202,264 $15.8M 7.36% -200,000 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 201,018 $15.7M 3.3% -1,360 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 200,632 $15.7M 1.87% +35,622 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 200,540 $15.6M 5.08% +15,350 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 200,000 $15.6M 0.59% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 199,056 $15.5M 0.01% +41,125 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 196,420 $15.3M +5,802 Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 195,852 $15.3M 5.45% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 193,149 $15.1M 0.15% -8,281 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 193,149 $15.1M 0.15% -8,281 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 192,022 $15M 1.29% +3,033 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 191,528 $14.9M 0.99% +60,045 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 190,183 $14.8M 4.05% +7,045 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 190,035 $14.8M 3.68% +13,230 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 189,299 $14.7M 0.26% 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 188,665 $14.7M 0.08% +890 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 185,943 $14.5M 0.47% +138 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 185,432 $14.5M 6.48% +5,976 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 185,373 $14.5M 2.12% -441,374 13F-HR Timeline