BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 71,249,778 $5.68B 0.41% +2,051,450 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 19,425,956 $1.55B 0.09% +260,009 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,488,580 $1.08B 8.53% +1,063,112 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,990,888 $557M +188,841 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,313,608 $503M 0.1% -27,982 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 5,763,304 $460M 9.79% +752,893 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,403,853 $431M +107,755 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,108,527 $407M 7.51% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,085,942 $406M 0.07% -282,034 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,792,674 $302M 0.09% +150,319 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,449,814 $275M 1.54% +137,383 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,412,035 $272M 0.07% +66,477 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,285,589 $262M 0.04% +190,432 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,217,558 $257M 0.21% -1,757,912 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,972,914 $237M 0.45% +18,146 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 2,936,182 $234M 0.04% +154,430 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,691,371 $215M 2.21% +154,954 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,669,341 $213M 0.05% +204,345 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 2,429,096 $194M 3.47% +92,483 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,243,553 $179M 0.11% +355,023 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,157,749 $172M 0.23% +1,316,292 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,100,506 $167M 0.38% +50,513 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,979,951 $158M 1.1% +381,983 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,742,393 $139M 0.2% +186,055 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,701,641 $136M 0.18% +44,826 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 1,638,348 $131M 2.49% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,542,544 $123M 0.01% +83,428 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,416,513 $113M 2.63% +26,149 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,396,383 $111M +356,439 Timeline MAI Capital Management More: the full row for MAI Capital Management 1,362,424 $109M 0.63% +305,120 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,255,143 $100M 0.11% +70,724 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,227,371 $97.9M 0.07% +106,226 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,215,114 $96.9M 0.09% +215,215 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,177,936 $93.9M 5.13% +379,224 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,166,674 $93.2M 4.3% +109,976 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,163,215 $92.7M 3.98% +58,021 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,127,354 $89.9M 0.32% +37,794 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,063,335 $84.8M 0.91% +166,083 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,032,269 $82.3M 0.03% -104,758 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,026,042 $81.8M 1.65% +37,073 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,007,033 $80.3M 0.22% +624,795 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 992,612 $79.1M 5.96% -5,946 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 980,506 $78.2M 0.01% +9,270 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 968,022 $77.2M 2.03% +62,648 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 960,454 $76.6M 3.39% -1,834 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 949,785 $75.7M 5.25% +38,524 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 913,153 $72.8M 0.84% -17,500 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 881,142 $70.3M 6.29% +65,449 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 879,717 $70.1M 6.52% +67,374 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 870,638 $69.4M 1.14% +6,077 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 863,328 $68.8M 3.78% +40,526 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 863,290 $68.8M -138,388 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 850,025 $67.8M 0.35% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 849,724 $67.7M 0.11% +161,989 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 882,829 $67.3M 1.5% +21,577 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 822,535 $65.6M 0.1% +37,535 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 822,153 $65.6M 8.64% +52,188 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 821,288 $65.5M 2.67% +86,999 13F-HR/A Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 819,525 $65.3M 4.44% +73,823 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 818,555 $65.3M 0.35% +8,107 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 808,104 $64.4M 23.35% +23,864 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 780,501 $62.2M 0.07% +15,426 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 775,950 $61.9M 0.08% -67,405 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 731,349 $58.3M 0.11% +177,692 13F-HR/A Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 710,963 $56.7M 0.74% -5,776 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 685,058 $54.6M 0.6% +37,016 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 663,614 $52.9M 3.32% +54,828 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 662,912 $52.9M 0.03% +1,968 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 661,825 $52.8M 0.17% -12,485 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 654,689 $52.2M 4.93% +9,057 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 633,761 $50.5M 0.02% +615,000 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 633,324 $50.5M 1.08% -31,119 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 631,652 $50.4M 10.96% -18,125 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 618,534 $49.3M 16.18% +45,306 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 614,077 $49M 8.97% -6,915 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 608,850 $48.5M 0.05% +45,173 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 607,216 $48.4M 0.4% +93,162 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 603,041 $48.1M 0.07% -5,079 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 603,024 $48.1M 2.77% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 593,862 $47.3M 6.62% +39,507 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 576,507 $46M 0.57% -29,281 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 554,016 $44.2M 23.87% +18,524 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 544,662 $43.4M 20.44% +65,376 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 543,043 $43.3M 23.38% 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 526,912 $42M 9.44% +40,006 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 518,534 $41.3M 0.03% -34,570 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 512,807 $40.9M 5.07% +73,008 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 $40.9M 0.28% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 510,154 $40.7M 0.01% +17,069 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 505,068 $40.3M 0.1% +17,771 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 493,398 $39.4M 0.05% +46,760 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 494,036 $39.4M 0.44% +14,897 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 492,687 $39.3M 2.49% +15,319 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 481,717 $38.4M 14.91% +368,407 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 465,783 $37.1M 0.3% +40,033 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 461,741 $36.8M +98,973 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 456,427 $36.4M 0.31% +11,556 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 453,278 $36.1M 0.05% -226,102 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 444,994 $35.5M 2.07% +6,038 13F-HR/A Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 441,743 $35.2M 7.13% +11,153 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 438,852 $35M 5.5% +17,349 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 426,252 $34M 9.51% +85,673 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 422,689 $33.7M 4.35% +7,653 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 418,714 $33.4M 0.14% +9,926 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 413,405 $33M 10.44% +3,069 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 411,182 $32.8M 10.97% new 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 410,608 $32.7M 8.66% +9,600 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 410,279 $32.7M 0.42% +7,384 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 407,772 $32.5M 4.08% +16,912 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 405,781 $32.4M 0.54% +22,631 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 405,068 $32.3M 1.02% +10,229 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 401,558 $32M 3.08% +395,395 13F-HR/A Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 395,312 $31.5M 5.97% +33,574 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 394,423 $31.4M 0.62% +27,253 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 394,072 $31.4M 0.08% +13,523 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 393,283 $31.4M 0.02% -207 13F-HR Timeline Group Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 389,790 $31.1M 12.09% -2,267 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 385,423 $30.7M 6.91% +18,016 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 382,664 $30.5M 6.03% +23,084 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 382,608 $30.5M 1.14% +31,581 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 369,869 $29.5M 1.86% -235 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 365,920 $29.2M 4.07% +12,976 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 354,987 $28.3M 1.76% +3,957 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. 352,796 $28.1M 0.08% +12,840 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 347,658 $27.7M 0.15% -517 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 338,884 $27M 0.22% -2,133 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 338,426 $27M 2.69% -2,933 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 338,156 $27M 1.78% +26,406 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 335,478 $26.7M 13.96% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 330,128 $26.3M 0.05% -15,934 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 326,904 $26.1M 5.5% +3,964 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 324,897 $25.9M 0.63% +172,240 13F-HR Timeline Group 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 Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 314,250 $25.1M 1.89% +3,518 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 310,054 $24.7M 1.76% +52,315 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 309,395 $24.7M 2.62% +15,621 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 309,262 $24.7M 0.08% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 308,422 $24.6M 1.55% +58,161 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 302,588 $24.1M 5.16% +10,847 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 302,157 $24.1M 4.36% -69,581 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 302,121 $24.1M 2.1% -3,652 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 301,520 $24M 2.43% +28,311 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 296,123 $23.6M 29.72% +13,723 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 292,300 $23.3M 0.04% -1,583 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 290,949 $23.2M 0.89% +21,151 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 288,512 $23M 12.84% +3,551 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 288,032 $23M 2.32% +161,696 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 286,134 $22.8M 0.04% +127,679 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 284,764 $22.7M 12.52% +4,944 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 282,748 $22.5M 3.51% +11,840 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 282,239 $22.5M 6.1% +15,263 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 281,622 $22.5M 0.16% -3,791 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 280,664 $22.4M 7.57% -1,049 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 273,520 $21.8M 1.61% +18,483 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 271,827 $21.7M 1.37% +5,933 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 268,609 $21.4M 5.12% +31,629 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 267,565 $21.3M 4.32% +45,956 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 262,254 $20.9M 1.8% +9,060 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 260,660 $20.8M 6.71% +1,479 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 259,590 $20.7M 6.21% +258,293 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 258,316 $20.6M 8.07% -155,909 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 257,919 $20.6M 1.8% +8,792 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 256,891 $20.5M 1.26% +219,967 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 254,475 $20.3M 0.01% -50,956 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 254,341 $20.3M 0.68% +14,653 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 253,926 $20.2M 4.29% +17,580 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 253,508 $20.2M 0.99% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 247,837 $19.8M 3.26% +2,604 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 246,337 $19.6M 3.48% +24,268 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 245,899 $19.6M 4.53% +29,652 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 243,222 $19.4M 8.68% +29,087 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 238,835 $19M 0.7% +3,910 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 238,760 $19M 0.53% +30,100 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 236,999 $18.9M 4.21% +9,057 13F-HR Timeline Essex LLC More: the full row for Essex LLC 232,201 $18.5M 3.28% -53,970 13F-HR Timeline Northwest Bancshares, Inc. 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