BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 75,626,302 $5.99B 0.44% +4,376,524 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 20,394,182 $1.62B 0.1% +968,226 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,006,934 $1.03B 6.04% -481,646 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 12,616,300 $1B 10.69% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,530,582 $597M 0.12% +1,216,974 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,453,953 $591M +463,065 Timeline NEPC LLC More: the full row for NEPC LLC 6,065,567 $481M 9.57% +302,263 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,051,901 $480M +648,048 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,266,555 $417M 0.08% +180,613 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,108,527 $405M 6.54% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,742,634 $376M 0.05% +1,457,045 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,870,519 $307M 0.09% +77,845 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,801,473 $301M 0.08% +389,438 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,675,562 $291M 1.63% +225,748 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 3,325,119 $264M 0.05% +388,937 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,045,542 $241M 0.21% -172,016 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,960,848 $235M 0.48% -12,066 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,834,392 $225M 2.24% +143,021 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,790,868 $222M 0.05% +121,527 13F-HR/A Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,738,923 $217M 3.77% +309,827 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,442,893 $194M 0.12% +199,340 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,195,726 $173M 1.21% +215,775 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,171,325 $172M 0.25% +13,576 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,901,226 $151M +504,843 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,790,600 $142M 0.2% +48,207 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 1,785,348 $142M 2.7% +147,000 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,722,881 $137M 0.18% +21,240 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,472,895 $117M 0.2% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,456,549 $115M 2.79% +40,036 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,451,149 $115M 5.48% +284,475 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,390,126 $110M 0.1% +175,012 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,384,362 $110M 0.62% +21,938 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,372,055 $108M 1.03% +308,720 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,325,250 $105M 0.07% +97,879 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,296,479 $103M 4.26% +133,264 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,294,527 $102M 0.01% -248,017 13F-HR/A Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 1,274,824 $101M 9.78% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,260,594 $99.9M 5.29% +82,658 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,250,001 $99.1M 0.04% +616,240 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,203,185 $95.4M 0.1% -51,958 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,121,300 $88.9M 0.23% +114,267 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,076,143 $85.3M 0.04% +43,874 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,067,723 $84.6M 2.3% +99,701 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,050,454 $83.3M 1.68% +24,412 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,044,395 $82.8M 6.25% +51,783 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,006,697 $79.8M 5.59% +56,912 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 986,016 $78.2M 7.61% +104,874 13F-HR/A Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 970,506 $76.9M 0.01% -10,000 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 960,551 $76.2M 3.32% +97 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 954,549 $75.7M 0.28% -172,805 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 943,634 $74.8M 0.12% +93,910 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 940,481 $74.6M 6.7% +60,764 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 907,202 $71.9M 0.11% +84,667 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 905,516 $71.8M +42,226 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 894,451 $70.9M 0.05% +375,917 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 882,235 $69.9M 1.08% +11,597 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 924,881 $68.8M 1.65% +42,052 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 861,445 $68.3M 4.59% +41,920 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 860,315 $68.2M 0.82% -52,838 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 855,072 $67.8M 24.35% +46,968 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 846,634 $67.1M 2.79% +25,346 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 843,308 $66.8M 0.37% +24,753 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 833,855 $66.1M 0.08% +53,354 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 799,474 $63.4M 0.11% +68,125 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 777,684 $61.6M 0.61% +92,626 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 772,801 $61.3M 0.09% -3,149 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 769,710 $61M 3.2% -93,618 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 739,077 $58.6M 3.55% +75,463 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 729,360 $57.8M 12.42% +97,708 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 705,675 $55.9M 0.19% +43,850 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 704,350 $55.6M 0.71% -6,613 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 694,996 $55.1M 1.14% +61,672 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 685,785 $54.4M 0.1% +232,507 13F-HR Timeline Group Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 678,330 $53.8M 5.61% +23,641 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 644,100 $51.1M 0.32% 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 632,894 $50.2M 0.39% +25,678 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 626,996 $49.7M 0.05% +18,146 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 593,452 $47M 5.83% +80,645 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 588,766 $46.7M 0.03% -74,146 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 585,773 $46.4M 0.23% -264,252 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 579,894 $46M 0.58% +3,387 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 573,702 $45.5M 7.01% -20,160 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 570,255 $45.2M 24.41% +16,239 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 559,719 $44.4M 2.76% +499,149 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 555,117 $44M 2.47% new 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 548,106 $43.4M 0.01% +37,952 13F-HR Timeline Group Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 547,927 $43.4M 13.59% -70,607 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 547,376 $43.4M 11.42% +136,194 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 544,670 $43.2M 9.71% +17,758 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 519,925 $41.2M 8.89% -94,152 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 $40.6M 0.32% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 507,562 $40.2M 2.57% +14,875 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 489,493 $38.8M +27,752 Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 480,878 $38.1M 0.47% -13,158 13F-HR Timeline Group FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 478,658 $37.9M 14.36% -3,059 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 477,022 $37.8M 0.3% +11,239 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 463,552 $36.7M 0.31% +7,125 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 459,757 $36.4M 2.59% +14,763 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 449,553 $35.6M 5.64% +10,701 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 449,262 $35.6M 6.85% +7,519 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 447,643 $35.5M 0.05% -155,398 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 444,194 $35.2M 9.81% +17,942 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 443,111 $35.1M 0.59% +37,330 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 442,058 $35M 4.51% -380,095 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 439,942 $34.9M 5.99% +44,630 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 432,018 $34.2M 4.27% +24,246 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 431,209 $34.2M 4.56% +8,520 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 426,460 $33.8M 0.09% -78,608 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 424,536 $33.7M 0.48% +14,257 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 421,118 $33.6M 0.07% +210,559 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 424,054 $33.6M 10.5% +10,649 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 422,846 $33.5M 0.14% +4,132 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 421,814 $33.4M 3.02% +20,256 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 419,430 $33.2M 0.03% +26,147 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 415,439 $32.9M 0.08% +21,367 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 415,166 $32.9M 11.07% +4,558 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 415,168 $32.9M 6.81% +32,504 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 412,032 $32.7M 1.02% +6,964 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 410,000 $32.5M 1.12% +27,392 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 415,505 $32M 0.07% -77,893 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 400,080 $31.7M 7.01% +14,657 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 398,835 $31.6M 12.11% +9,045 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 397,355 $31.5M 18% -147,307 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 392,604 $31.1M +259,381 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 386,801 $30.7M 0.09% +34,005 13F-HR/A Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 383,662 $30.4M 4.22% +17,742 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 381,759 $30.3M 1.95% +26,772 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 375,495 $29.9M 0.44% -18,928 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 376,495 $29.8M 0.48% +214,276 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 374,948 $29.7M 0.05% +44,820 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 368,905 $29.2M 1.91% +30,749 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 365,205 $28.9M 1.92% -4,664 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 348,479 $27.6M 0.21% +9,595 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 342,507 $27.2M 0.13% -5,151 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 339,670 $26.9M 5.63% +12,766 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 336,624 $26.7M 2.85% -1,802 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 327,775 $26M 2.65% +26,255 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 325,159 $25.8M 1.88% +15,105 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 324,000 $25.7M 0.06% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 323,656 $25.7M 4.65% +323,058 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 320,527 $25.4M 2.64% +11,132 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 316,533 $25.1M 1.53% +8,111 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 316,139 $25.1M 5.3% +13,551 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 313,536 $24.9M 2.04% -714 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 312,859 $24.8M 2.17% +10,738 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 309,853 $24.6M 0.13% +28,231 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 309,836 $24.6M 7.97% new 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 307,799 $24.4M 24.03% +11,676 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 306,891 $24.3M 4.21% +4,734 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 297,165 $23.6M 7.1% +36,505 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 297,741 $23.6M 13.4% +9,229 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 292,039 $23.1M 0.03% 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 290,328 $23M 1.4% +33,437 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 290,503 $23M 1.72% +16,983 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 288,775 $22.9M 3.61% +6,027 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 288,155 $22.8M 6.44% +5,916 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 286,951 $22.7M 4.48% +19,386 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 286,873 $22.7M 1.46% +15,046 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 286,402 $22.7M 5.1% +17,793 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 286,180 $22.7M 0.27% +108,060 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 282,602 $22.4M 4.66% +28,676 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 282,167 $22.4M 1.7% +24,248 13F-HR Timeline DAGCO, INC. 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