BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 64,027,464 $5.09B 0.41% +125,886 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 17,257,907 $1.37B 0.09% -2,065,200 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 12,676,393 $1.01B 6.08% -8,193,218 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,805,003 $620M -156,419 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,843,635 $465M 0.1% -69,547 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,634,145 $448M 0.09% +56,255 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,271,405 $419M 0.09% -132,936 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,108,527 $406M 9.48% 0 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 5,049,050 $401M 10.16% +184,080 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,410,956 $351M 0.31% +1,688,808 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. 4,015,700 $319M 0.32% +1,869,100 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,402,154 $270M 0.09% +136,915 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,298,808 $262M 0.09% +61,192 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,154,064 $251M 1.72% -22,706 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,974,971 $237M 0.02% +1,768,572 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,859,952 $227M 0.45% -140,874 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,832,302 $225M 0.04% -392,528 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 2,604,087 $207M 0.04% +82,539 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,367,109 $188M 2.01% +90,015 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,256,378 $179M 4.06% +85,810 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,227,706 $176M 0.04% +61,949 13F-HR Timeline Group III Capital Management More: the full row for III Capital Management 2,160,000 $172M 30.97% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,121,345 $169M 0.22% -5,400 13F-HR/A Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,070,000 $165M 2.61% -2,778,000 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,852,374 $147M 0.38% -156,583 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 1,792,494 $143M 9.71% -744,506 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,600,359 $127M 0.09% +727,130 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,536,059 $122M 0.18% -46,499 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,442,903 $115M 0.2% +37,610 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,400,196 $111M 0.25% -21,224 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,376,944 $109M 0.99% +149,484 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,235,020 $98.2M 2.43% -124,039 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,163,345 $92.5M 4.44% +25,314 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,160,044 $92.2M 0.05% -83,668 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 1,096,486 $87.2M 9.71% +8,429 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,075,599 $85.5M 0.32% -17,744 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,037,924 $82.5M 4.44% +8,136 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,005,213 $79.9M 0.01% -12,998 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,004,225 $79.8M 1.2% -460,127 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 998,636 $79.4M 1.78% -9,068 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 991,382 $78.8M 0.55% +25,086 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 984,785 $78.3M +601,969 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 978,415 $77.8M 0.13% +165,486 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 954,911 $75.9M 6.06% +16,861 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 949,420 $75.5M 3.57% -6,664 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 949,055 $75.4M 0.93% -23,417 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 931,092 $74M 0.06% +76,139 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 899,758 $71.5M +42,558 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 881,914 $70.1M 0.05% +262,046 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 866,620 $68.9M 0.07% -27,449 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 854,927 $68M 1.33% -3,425 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 852,754 $67.8M 1.67% -380,770 13F-HR/A Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 845,187 $67.2M 3.67% 0 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 839,231 $66.7M 5.07% +51,830 13F-HR Timeline Busey Bank More: the full row for Busey Bank 836,071 $66.5M 2.03% +48,263 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 793,300 $63.1M 0.08% -492,700 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 788,502 $62.7M 6.99% +30,323 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 786,208 $62.5M 0.08% +11,617 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 776,368 $61.7M 0.34% +19,753 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 766,139 $60.9M 3.93% +38,568 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 756,667 $60.2M 6.45% +24,316 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 742,293 $59M 8.57% +13,666 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 734,213 $58.4M 27.48% -11,871 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 728,135 $57.9M 2.56% +12,550 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 720,835 $57.3M 0.21% -5,180 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 720,494 $57.3M 0.08% +27,104 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 708,290 $56.3M 0.79% +11,183 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 689,269 $54.8M 4.25% +8,149 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 640,398 $50.9M 0.09% +16,207 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 631,770 $50.2M 0.09% +53,058 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 625,749 $49.7M 1.22% +39,581 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 623,094 $49.5M 3.16% +29,365 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 620,621 $49.3M 10.78% +12,179 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 620,054 $49.3M 9.87% -2,388 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 617,163 $49.1M 0.67% -4,545 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 613,194 $48.7M 6.16% -13,573 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 609,071 $48.4M 0.62% +30,444 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 599,518 $47.7M 0.03% -25,610 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 578,944 $46M 4.21% +10,416 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 565,410 $45M 0.16% -3,075 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 561,002 $44.6M 3.11% +11,144 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 547,107 $43.5M 0.05% +41,060 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 520,004 $43.3M 0.09% +177,001 13F-HR/A Timeline Group Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 543,148 $43.2M 16.29% +19,175 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 532,006 $42.3M 6.45% +6,616 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 520,215 $41.4M 0.07% new 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 514,744 $40.9M 24.01% +4,933 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 $40.8M 0.31% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 481,158 $38.3M 0.01% +24,121 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 480,733 $38.2M 0.04% +450,509 13F-HR/A Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 479,139 $38.1M 0.42% +126 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 458,576 $36.5M 7.18% +6,396 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 457,889 $36.4M 2.52% +2,692 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 444,408 $35.3M 9.12% +222,031 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 442,989 $35.2M 0.07% +97,151 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 442,181 $35.2M 3.26% +4,870 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 433,726 $34.5M 21.91% +49,514 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 431,091 $34.3M 0.34% +19,145 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 429,066 $34.1M 0.1% -102,926 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 429,844 $34M 0.06% -32,011 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 427,216 $34M 15.11% -17,080 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 417,631 $33.2M 0.16% +7,341 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 415,230 $33M 7.39% +18,323 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 412,619 $32.8M 0.18% -319,128 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 410,405 $32.6M 13.49% -228,065 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 409,941 $32.6M 5.76% +21,924 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 403,756 $32.1M 4.41% +15,800 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 403,499 $32.1M 1.91% -2,632 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 396,114 $31.5M 9.26% +34,339 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 395,784 $31.5M 4.39% -3,498 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 387,676 $30.8M 1.09% -6,886 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 387,411 $30.8M 2.22% -10,074 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 386,611 $30.7M 0.02% +8,410 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 384,416 $30.6M 0.11% +49,830 13F-HR Timeline Group Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 382,843 $30.4M 12.71% -50,356 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 381,603 $30.3M 3.84% -18,512 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 369,000 $29.3M 0.52% +27,649 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 367,762 $29.2M 5.84% +3,167 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 366,743 $29.2M 9.76% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 366,225 $29.1M 2.02% -2,911 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 366,195 $29.1M 5.07% -4,814 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 357,860 $28.4M 0.01% -53,148 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 357,462 $28.3M 10.98% +39,896 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 354,704 $28.2M 0.06% +75,789 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 348,883 $27.7M 0.54% +5,193 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 344,229 $27.4M 0.21% +49,193 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 342,044 $27.2M -106,247 Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 340,810 $27.1M 1.77% -1,691 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 338,868 $26.9M 2.73% -8,653 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 334,787 $26.6M 5.35% +15,628 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 333,730 $26.5M 0.11% -1,107 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 331,948 $26.4M 0.02% +5,068 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 331,015 $26.3M 0.29% -19,842 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 329,709 $26.2M 1.21% +22,067 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 329,497 $26.2M 7.28% +33,097 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 324,144 $25.8M 0.33% new 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 324,000 $25.8M 0.06% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 323,989 $25.8M 0.08% +1,019 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 321,274 $25.5M 4.15% +4,115 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 320,165 $25.5M 5.84% -32,968 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 319,986 $25.4M 15.94% -33,841 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 318,167 $25.3M 8.31% +19,956 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 307,487 $24.4M 1.85% +1,366 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 300,250 $23.9M 2.28% -13,227 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 298,397 $23.7M 6.13% +7,591 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 297,153 $23.6M 0.04% -3,369 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 293,305 $23.3M 0.23% +136,222 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 284,791 $22.6M 8.87% -7,951 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 281,332 $22.4M 2.66% +6,250 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 277,570 $22.1M 13.87% -2,352 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 276,408 $22M 1.62% +73,071 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 267,665 $21.3M 3.47% +1,046 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 262,940 $20.9M 21.72% +10,196 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 260,478 $20.7M 3.3% +3,075 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 258,667 $20.6M 5.51% +10,114 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 256,434 $20.3M 7.28% +189 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. 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