MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,459,274 $849M 1.29% +378,725 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,607,787 $212M 10.06% +96,254 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,010,452 $103M 11.78% +105,187 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,164,381 $68.4M 0.04% +56,697 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 922,735 $54.2M 0.89% +85,118 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 675,069 $39.7M 0.01% +35,415 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 636,669 $37.4M 6.58% +44,193 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 634,842 $37.3M 0.03% +21,767 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 606,160 $35.6M 0.2% +52,433 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 453,813 $26.7M 4.99% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 445,812 $26.2M 0.01% -11,760 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 413,205 $24.3M 0.01% +37,996 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 374,936 $22M 0.13% -104,242 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 369,883 $21.7M 6.36% -1,551 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 282,093 $16.6M 11.5% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 280,762 $16.5M 0.96% +10,422 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 160,205 $16.5M 6.27% +10,304 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 272,053 $16M 1.03% +19,349 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 262,807 $15.4M 2.99% +1,734 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 214,423 $15M 0.02% +11,026 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 233,189 $13.7M 0.12% +18,021 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 218,841 $12.9M 0.77% +10,723 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 215,629 $12.7M <0.01% +10,745 13F-HR/A Timeline Group KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 197,179 $11.6M 11.06% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 190,110 $11.2M 0.15% +5,956 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 188,507 $11.1M 1.98% +137,442 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 181,631 $10.7M 0.03% +10,113 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 176,259 $10.4M 0.19% -1,932 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 166,300 $9.77M 2.84% -8,987 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 163,055 $9.58M +134,893 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 143,039 $8.4M 0.08% -6,948 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 129,664 $7.62M 0.44% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 127,278 $7.48M 1.18% +11,155 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 120,497 $7.08M 0.49% -2,219 13F-HR Timeline Savvy Advisors, Inc. 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Ried Financial Group, LLC 81,192 $4.77M 2.25% -433 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 78,721 $4.62M 0.27% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 66,008 $4.16M 0.1% -1,047 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 70,186 $4.12M 2.86% +4,827 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 67,374 $3.96M 1.74% -1,913 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 63,699 $3.74M 2.12% +454 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 62,500 $3.67M 1.15% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 61,151 $3.59M 0.35% -255 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 60,518 $3.55M 1.56% +1,710 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 58,188 $3.42M 3.03% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 57,974 $3.41M 2.51% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,939 $3.29M <0.01% +37 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 54,281 $3.19M <0.01% +45,428 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 51,890 $3.05M 0.22% +66 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 51,445 $3.02M 0.55% -1,176 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 51,000 $3M 0.65% +2,982 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 47,121 $2.77M 2.01% +20,234 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46,169 $2.71M 0.09% +10,081 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 45,745 $2.69M 0.12% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 42,784 $2.54M 1.04% -7,428 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 42,474 $2.49M 1.26% +5,283 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 39,758 $2.34M 0.67% -1,672 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,579 $2.32M <0.01% -1,003 13F-HR/A Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 37,470 $2.2M 0.3% -2,554 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,052 $2.06M <0.01% +6,758 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 34,125 $2M 0.73% -212 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 31,025 $1.82M 0.6% +8,205 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 30,836 $1.81M 0.15% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 30,242 $1.78M 0.85% +2,525 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 29,294 $1.72M 0.05% -1 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 29,016 $1.7M 0.01% +9,399 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 27,732 $1.63M 0.01% -1,801 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 27,531 $1.62M 0.41% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 27,218 $1.6M 0.18% -345 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,454 $1.5M <0.01% +6,243 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,217 $1.48M 0.01% +10,955 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 25,044 $1.47M 0.39% +218 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 23,516 $1.43M 0.14% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 23,654 $1.39M 0.42% +2,213 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 22,286 $1.31M 0.58% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,492 $1.2M <0.01% +789 13F-HR Timeline Group Frankly Finances, LLC More: the full row for Frankly Finances, LLC 19,860 $1.17M 1.11% 13F-HR/A Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 19,825 $1.16M 0.31% 0 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 19,582 $1.15M 1.07% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 19,335 $1.14M 0.65% +9,180 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 17,653 $1.04M 0.06% +252 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 17,448 $1.02M 0.29% +1,118 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,887 $992K 0.01% -249 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 16,580 $974K 0.3% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 16,438 $966K 0.63% +741 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,242 $954K 0.12% +695 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,943 $936K 0.08% -160 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 15,391 $904K 0.2% +269 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,485 $851K 0.02% +551 13F-HR/A Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 14,383 $845K 0.28% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,261 $838K <0.01% +691 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 14,251 $837K 0.72% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 14,237 $836K 0.23% +770 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,161 $835K 0.17% -3,069 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 13,079 $785K 0.28% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,021 $765K 0.02% -400 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 13,012 $764K 0.42% +152 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,949 $761K 0.3% +9,652 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 12,914 $759K 0.01% +2,037 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,068 $645K 0.11% -13,575 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 10,918 $641K 0.39% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,240 $601K 0.02% +1,527 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,903 $582K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,363 $550K <0.01% +2,280 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 9,263 $544K 0.58% 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 8,622 $506K 0.3% +2,991 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,688 $491K 0.03% -328 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,339 $490K <0.01% -4,601 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. 7,740 $455K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,355 $448K <0.01% -65 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,271 $427K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,063 $424K 0.05% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,136 $419K <0.01% +494 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,985 $410K <0.01% +3,993 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,340 $372K <0.01% +1,699 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,792 $371K 0.15% -26,854 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,991 $356K 0.02% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,005 $353K 0.08% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,005 $353K 0.27% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,919 $348K 0.01% +224 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,681 $344K 0.15% +11 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 5,625 $330K 0.29% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,625 $330K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,602 $329K 0.04% -572 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,261 $309K 0.15% +1,655 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,125 $301K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,981 $293K 0.01% -10 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,715 $277K 0.11% +51 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,654 $273K <0.01% 0 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,553 $267K 0.01% +150 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,541 $267K 0.01% -2,186 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,533 $266K 0.04% +39 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,413 $259K 0.01% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,367 $257K 0.07% +734 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,321 $254K 0.05% +669 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,290 $252K 0.09% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,150 $244K <0.01% new 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,150 $244K <0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,121 $242K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,083 $240K <0.01% +133 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,774 $222K <0.01% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,757 $221K 0.17% +33 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,677 $216K 0.03% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,655 $215K 0.03% -273 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,637 $214K 0.1% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 3,580 $210K 0.03% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,550 $209K 0.07% -2,175 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,212 $189K <0.01% +122 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,397 $141K <0.01% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,191 $129K 0.05% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,966 $115K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,925 $114K <0.01% +959 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,726 $101K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,685 $99K <0.01% +50 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,672 $98.2K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,417 $83.2K 0.03% -51 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,266 $74.4K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,219 $71.6K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 968 $56.9K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 967 $56.8K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 858 $50.4K <0.01% -2,824 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 855 $50.2K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 839 $49.3K 0.04% +462 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 745 $43.8K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 709 $41.6K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 705 $41.4K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 620 $36.4K <0.01% -250 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 500 $29.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 470 $27.6K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 435 $26K <0.01% +45 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 440 $25.8K <0.01% +375 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 428 $25.1K <0.01% -121 13F-HR Timeline Blue Trust, Inc. 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