BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,721,450 $944M 0.07% +548,171 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,156,611 $390M 0.03% +131,331 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,359,518 $209M -378,757 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,963,376 $142M 0.22% +197,547 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,219,872 $106M 0.07% +108,618 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,109,875 $101M 0.03% +109,731 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,976,370 $94.6M 0.01% +332,816 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,711,883 $81.9M 0.01% +103,263 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,648,321 $78.9M 0.15% +124,961 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,526,640 $73M <0.01% +103,814 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,498,253 $71.7M 0.02% +179,158 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 143,917 $68.1M 7.68% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 828,955 $39.7M 0.13% +24,788 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 776,192 $37.1M 0.13% -124,606 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 760,766 $36.4M 0.05% +175,203 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 752,813 $36M 1.07% +12,047 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 714,224 $34.2M 0.01% -33,832 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 668,702 $32M 0.25% +28,990 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 646,343 $30.9M 0.8% -15,269 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 638,782 $30.6M 0.03% +45,008 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 616,055 $29.5M 0.01% -91,761 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. 589,887 $28.2M 0.02% +64,176 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 571,004 $27.4M 0.04% +30,794 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 545,739 $26.1M 0.01% -5,711 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 490,818 $23.5M 0.06% +20,740 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 478,608 $22.9M 0.03% -5,706 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 475,243 $22.7M 0.33% +46,458 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 447,617 $21.4M 0.09% +6,353 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 438,835 $21M 6.46% +10,942 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 434,675 $20.8M 0.54% +13,752 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 375,846 $18M 0.2% -3,757 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 351,944 $16.8M <0.01% +8,534 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 349,662 $16.7M 0.03% +25,344 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 341,855 $16.4M 0.02% +166,255 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 330,380 $15.8M <0.01% -871 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 328,940 $15.7M 0.09% +30,972 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 323,951 $15.5M 0.03% +13,204 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 283,734 $13.6M 0.05% +23,154 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 279,054 $13.4M 0.02% +25,751 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 269,254 $12.9M 1.73% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 265,642 $12.7M <0.01% +16,838 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 249,800 $12M 0.63% +3,817 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 227,049 $10.9M 0.3% +2,449 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 225,002 $10.8M 0.02% +22,154 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 224,158 $10.7M 0.11% +9,080 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 223,408 $10.7M 0.19% +17,152 13F-HR Timeline Joel Adams & Associates, Inc. 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More: the full row for Equitable Holdings, Inc. 81,698 $3.91M 0.03% -3,764 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 80,914 $3.87M 1.57% +565 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 78,457 $3.75M 0.08% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 78,060 $3.74M 0.03% +9,306 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 77,505 $3.71M 0.57% -149 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 76,527 $3.66M 0.69% +1,190 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 74,566 $3.57M 0.27% +3,190 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 74,293 $3.55M <0.01% -4,688 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 73,620 $3.52M 0.31% +6,064 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 72,865 $3.49M <0.01% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 72,026 $3.45M 0.01% +4,202 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 71,711 $3.44M 1.11% +4,356 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 70,239 $3.36M 0.43% -2,274 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 68,933 $3.3M 0.02% +2,298 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 67,181 $3.21M 0.39% +637 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 66,616 $3.19M 3.24% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 66,511 $3.18M 1.18% +148 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 64,500 $3.09M 0.89% +9,050 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 63,248 $3.03M 1.12% +7,298 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 63,182 $3.02M 0.14% +3,278 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 62,233 $2.98M 0.94% +20,795 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,155 $2.93M 0.01% -18,770 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 60,854 $2.91M 1.04% +8,584 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 60,357 $2.89M 0.16% +4,585 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 60,120 $2.88M 0.09% +17,549 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 59,969 $2.87M 0.09% -11,963 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 59,561 $2.85M 0.95% +864 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 59,539 $2.85M <0.01% +3,153 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 59,092 $2.83M 2.27% +4,799 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58,687 $2.81M 0.02% +3,109 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 58,110 $2.78M 0.39% +27,464 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 54,632 $2.61M <0.01% +11,848 13F-HR/A Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 54,589 $2.61M 0.94% +1,556 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 54,376 $2.6M 1.85% -1,721 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 53,304 $2.55M 5.48% +949 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 52,412 $2.51M 0.15% +490 13F-HR Timeline CX Institutional More: the full row for CX Institutional 51,573 $2.47M 0.07% +11,095 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 50,947 $2.44M 0.03% +408 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,765 $2.38M 0.03% +11,615 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 49,674 $2.38M 0.3% +1,680 13F-HR Timeline Group Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 48,782 $2.33M 1.43% +5,334 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,881 $2.24M 0.04% +10,459 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 46,782 $2.24M 0.28% +5,117 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 45,994 $2.2M 0.06% +21,809 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 45,950 $2.2M 0.08% +3,223 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,946 $2.2M <0.01% +28,880 13F-HR/A Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 45,295 $2.17M 0.23% +1,290 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 45,172 $2.16M -2,590 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 45,169 $2.16M +10,781 Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 44,365 $2.12M 0.15% +3,670 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. 44,017 $2.11M 0.16% -1,523 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 43,921 $2.1M 0.85% +117 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,297 $2.07M 0.02% +3,349 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 42,471 $2.03M 1.28% -162 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 42,129 $2.02M 0.24% +548 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 41,703 $2M 0.05% +6,023 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41,245 $1.97M 0.08% -158 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 41,198 $1.97M 1.4% +4,050 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,097 $1.97M 0.04% +26,321 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 40,178 $1.92M 0.03% -468 13F-HR Timeline Group Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 40,091 $1.92M 1.68% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 39,948 $1.91M 0.44% +811 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,938 $1.91M 0.01% +5,342 13F-HR Timeline Wingate Wealth Advisors, Inc. 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WEALTH MANAGEMENT LLC 34,313 $1.64M 0.02% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 34,310 $1.64M 0.07% +3,651 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,291 $1.64M 0.01% -1,720 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 33,855 $1.62M 0.35% -874 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 33,792 $1.62M 1.35% +1,427 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,433 $1.55M 0.01% +489 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 31,944 $1.53M 0.3% -907 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 30,338 $1.45M 0.01% -2,526 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 30,300 $1.45M <0.01% 0 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,266 $1.45M 0.02% -212 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 30,022 $1.44M 0.03% +68 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 29,965 $1.43M 0.33% -108 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 28,384 $1.36M 0.02% +4,753 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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