BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,292,198 $1.1B 0.07% +824,663 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,436,452 $449M 0.03% +516,170 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,472,344 $307M +1,224,684 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,247,541 $201M 0.25% +419,514 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,183,154 $151M 0.03% +384,928 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,306,154 $109M 0.06% +9,602 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,971,318 $93.5M <0.01% +204,432 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,950,256 $92.5M 0.01% +77,908 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,930,868 $91.5M 0.01% +46,960 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,812,365 $85.9M 0.15% +152,379 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,577,910 $74.8M 0.02% +93,241 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 995,963 $47.2M 0.06% +100,029 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 922,559 $43.7M 0.13% +453,982 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 878,393 $41.6M 0.01% +54,987 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 742,934 $35.2M 0.01% +1,637 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. 737,050 $34.9M 0.02% +36,921 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 728,269 $34.5M 0.03% +60,058 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 690,130 $32.7M 0.18% +32,361 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 672,538 $31.9M 0.73% +21,120 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 624,666 $29.6M 0.03% +98,041 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 591,209 $28M <0.01% +46,949 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 544,699 $25.8M 0.3% +42,518 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 544,648 $24.9M 0.04% +46,875 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 495,365 $23.5M 0.1% +14,581 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 490,066 $23.2M 6.58% +29,324 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 482,719 $22.9M 0.53% +27,705 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 455,646 $21.6M 0.07% +65,693 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 414,082 $19.6M 0.06% +46,173 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 404,781 $19.2M <0.01% +6,045 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 399,763 $19M 0.18% +8,777 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 396,216 $18.8M 0.03% +17,885 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 370,309 $17.6M <0.01% +10,185 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 367,233 $17.4M 0.21% +7,050 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 361,452 $17.1M 0.03% +25,093 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 354,979 $16.8M 0.02% +8,630 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 331,668 $15.7M 0.05% +29,267 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 313,001 $14.8M 0.02% -21,104 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 309,924 $14.7M 0.09% +70,097 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 298,887 $14.2M <0.01% +15,243 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 286,286 $13.6M 0.59% -1,220 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 267,862 $12.7M 0.03% +75,644 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 263,451 $12.5M 1.75% -15,191 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 258,330 $12.2M 0.03% +34,802 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 258,165 $12.2M 0.18% +25,156 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 240,524 $11.4M 0.1% +8,638 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 239,778 $11.4M 0.02% +9,795 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 236,196 $11.1M 0.16% +10,275 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 232,750 $11M 0.27% +4,958 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 230,813 $10.9M 0.05% +29,190 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 230,463 $10.9M 7.02% +7,376 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 209,602 $9.94M 0.45% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 208,970 $9.91M 0.13% +18,020 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 200,319 $9.5M 0.02% +28,330 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 199,212 $9.41M 1.16% +11,355 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 197,858 $9.38M 0.28% -11,406 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 195,520 $9.3M <0.01% +31,367 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 194,037 $9.24M 0.81% +188,020 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 189,690 $8.99M <0.01% +12,262 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 178,326 $8.45M 0.03% +50,614 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 177,037 $8.39M <0.01% +3,880 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 173,461 $8.22M <0.01% +2,992 13F-HR Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 164,204 $7.78M 2.19% +12,882 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 162,221 $7.69M 0.85% +24,624 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 154,210 $7.31M 2.56% +15,445 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 152,746 $7.24M 0.01% +9,569 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 149,742 $7.1M 5.03% +30,735 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 148,835 $7.06M 1.29% +29,528 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 145,960 $6.92M 0.01% +29,897 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 143,276 $6.79M 1.26% +2,628 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 142,142 $6.74M 0.17% +7,231 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 135,801 $6.44M 0.01% +6,761 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 134,712 $6.39M 0.01% -6,060 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 133,454 $6.33M +4,546 Timeline NEPC LLC More: the full row for NEPC LLC 130,692 $6.2M 0.12% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 130,455 $6.18M 0.67% +1,165 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 127,248 $6.03M 0.01% +38,102 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 122,989 $5.83M 0.09% -1,183 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 120,842 $5.73M 1.41% +11,229 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 119,767 $5.68M 0.05% +2,240 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 116,709 $5.53M 0.06% +93,517 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 112,243 $5.32M 1.11% +26,770 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 111,410 $5.28M 0.03% +19,812 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 109,222 $5.18M 0.61% +4,306 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 109,133 $5.17M 0.03% +59,816 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 109,273 $5.16M 0.68% +20,388 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 105,802 $5.02M 0.4% -10,572 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 100,902 $4.8M 0.08% +244 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 100,768 $4.78M 0.58% +21,509 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 97,647 $4.63M 0.15% +45,761 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 93,618 $4.44M 0.15% -1,172 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 93,604 $4.44M 0.45% +25,350 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 93,072 $4.41M 2.7% -1,295 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 92,542 $4.39M 0.06% +941 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 91,000 $4.31M 1.57% +42,275 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 87,681 $4.16M 0.02% +15,710 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 87,443 $4.15M 0.03% +10,568 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 78,512 $3.72M 0.02% -4,087 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 78,289 $3.68M 0.48% +886 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 77,229 $3.66M 0.28% +610 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 77,175 $3.66M 0.01% +15,333 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75,884 $3.6M 0.02% +12,560 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 75,114 $3.56M 0.02% +22,439 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 73,824 $3.5M <0.01% +57,839 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 72,614 $3.44M 0.03% +19,423 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 69,057 $3.27M 0.13% +530 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 68,778 $3.26M 1.13% +1,692 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 68,155 $3.23M 0.35% +837 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 66,002 $3.13M 1% +4,987 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 65,304 $3.1M 0.92% +3,221 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 64,842 $3.07M 1.07% -84 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 64,694 $3.07M 2.19% +752 13F-HR Timeline CX Institutional More: the full row for CX Institutional 64,181 $3.04M 0.09% +12,523 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 63,401 $3.01M 0.39% -590 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 63,000 $2.99M 0.08% +1,064 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 62,734 $2.97M 0.08% +133 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 61,344 $2.91M <0.01% -1,754 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 61,255 $2.9M 0.05% +8,647 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 60,077 $2.85M 0.87% -198 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 59,943 $2.84M 2.2% +17,472 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 58,912 $2.79M 2.56% +260 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 58,381 $2.77M 0.9% +3,972 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 56,917 $2.7M +9,078 Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 56,875 $2.7M 0.13% +234 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 55,158 $2.62M 0.03% +4,180 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 53,828 $2.55M 1.59% -920 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 53,791 $2.55M 0.17% +845 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 53,385 $2.53M 4.73% +344 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 53,341 $2.53M 0.13% +163 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 53,297 $2.53M 0.01% +9,550 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 51,057 $2.42M 0.04% +5,445 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 50,871 $2.41M 0.03% -72 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 50,752 $2.41M +10,915 Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 49,790 $2.36M 0.09% +4,604 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 49,416 $2.34M 0.22% +5,956 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 49,186 $2.34M 0.06% +10,502 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 49,104 $2.33M 1.25% +4,453 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 49,055 $2.33M 1.28% +423 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 48,782 $2.31M 0.25% +520 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,753 $2.31M <0.01% +2,486 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 48,289 $2.29M 0.86% +195 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 48,269 $2.29M 0.78% -88,208 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 45,833 $2.17M 1.46% +2,845 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 45,240 $2.14M 0.13% +783 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 45,516 $2.14M 1.69% +1,691 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,860 $2.13M <0.01% -8,914 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 43,378 $2.06M 0.14% +1,928 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 43,218 $2.05M 0.05% -1,428 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 43,170 $2.05M 0.01% +5,655 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 42,730 $2.03M 0.22% +420 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 42,585 $2.02M 0.04% +288 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 42,278 $2M 0.83% +682 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 42,264 $2M 0.88% +1,719 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 41,465 $1.97M 0.38% +800 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 41,918 $1.96M +24,180 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 39,207 $1.86M 0.02% +9,939 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 38,674 $1.83M 0.03% -1,842 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 38,567 $1.83M 0.01% -948 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38,132 $1.81M 0.02% +2,672 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 38,131 $1.81M 0.04% +11,343 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 37,314 $1.77M 0.33% +1,390 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 36,908 $1.75M 0.02% +3,065 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 36,881 $1.75M 0.14% -21 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 35,717 $1.69M 0.02% +2,110 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 35,572 $1.69M 0.02% +7,516 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,916 $1.66M <0.01% +10,247 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 34,013 $1.61M 0.06% +550 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 29,955 $1.42M 0.29% -37 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,877 $1.32M 0.02% +9,425 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27,572 $1.31M 0.03% +9,658 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 27,470 $1.3M 0.02% -2,901 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,356 $1.3M 0.04% +4,087 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 27,228 $1.29M 0.48% +6,096 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 27,150 $1.29M <0.01% 0 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 27,144 $1.29M 0.07% +6 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 26,563 $1.26M 0.26% -295 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,092 $1.24M 0.01% +11,082 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 25,393 $1.2M 0.41% +1,008 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 24,717 $1.17M 0.49% +446 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 24,570 $1.16M 0.1% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 24,442 $1.16M 0.05% -31 13F-HR Timeline Truepoint, Inc. 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More: the full row for Silver Oak Advisory Group, Inc. 21,864 $1.04M 0.41% +1,767 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 21,841 $1.04M 0.84% 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 21,629 $1.03M 0.93% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21,087 $1000K 0.01% 0 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 21,016 $996K <0.01% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,743 $983K 0.01% +2,599 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,890 $982K 0.05% 0 13F-HR Timeline