BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,467,535 $1.07B 0.08% +2,746,085 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,920,282 $423M 0.03% +763,671 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,247,660 $250M +888,142 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,828,027 $182M 0.27% +864,651 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,798,226 $133M 0.04% +688,351 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,296,552 $109M 0.07% +76,680 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,883,908 $89.6M 0.01% +172,025 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,872,348 $89M 0.01% -104,022 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,766,886 $84M <0.01% +240,246 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,659,986 $78.9M 0.15% +11,665 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,484,669 $70.6M 0.02% -13,584 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 902,510 $42.9M 0.14% +73,555 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 895,934 $42.6M 0.06% +135,168 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 823,406 $39.2M 0.01% +207,351 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 741,297 $35.3M 0.01% +27,073 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 700,129 $33.3M 0.02% +110,242 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 668,211 $31.8M 0.03% +29,429 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 657,769 $31.3M 0.25% -10,933 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 651,418 $31M 0.79% +5,075 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 544,260 $25.9M 0.01% -1,479 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 532,001 $25.3M 0.07% +41,183 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 526,625 $25M 0.03% +48,017 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 502,181 $23.9M 0.33% +26,938 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 497,773 $23M 0.05% -73,231 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 480,784 $22.9M 0.09% +33,167 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 460,742 $21.9M 6.93% +21,907 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 455,014 $21.6M 0.56% +20,339 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 398,736 $19M <0.01% +68,356 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 390,986 $18.6M 0.2% +15,140 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 389,953 $18.5M 0.07% -386,239 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 378,331 $18M 0.03% +28,669 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 367,909 $17.5M 0.08% +38,969 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 360,183 $17.1M 0.23% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 360,124 $17.1M <0.01% +8,180 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 346,349 $16.5M 0.02% +4,494 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 336,359 $16M 0.03% +12,408 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 334,105 $15.9M 0.02% +55,051 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 302,401 $14.4M 0.06% +18,667 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 287,506 $13.7M 0.74% +37,706 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 283,644 $13.5M <0.01% +18,002 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 278,642 $13.2M 1.83% +9,388 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 239,827 $11.4M 0.09% +56,110 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 233,009 $11.1M 0.19% +9,601 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 231,886 $11M 0.11% +7,728 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 229,983 $10.9M 0.02% +4,981 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 227,792 $10.8M 0.3% +743 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 225,921 $10.8M 0.16% +10,139 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 223,528 $10.6M 0.03% +18,840 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 223,087 $10.6M 7.88% +2,350 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 209,264 $9.95M 0.33% +23,864 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 201,623 $9.59M 0.05% +78,971 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 192,218 $9.14M 0.03% +24,779 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 190,950 $9.08M 0.13% +3,400 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 187,857 $8.93M 1.25% -1,136 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 177,428 $8.44M <0.01% +16,755 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 173,157 $8.23M <0.01% +9,287 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 171,989 $8.18M 0.02% +28,147 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 170,469 $8.11M 0.01% +96,176 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 164,153 $7.75M <0.01% +31,177 13F-HR Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 151,322 $7.2M 3.16% +17,462 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 143,177 $6.81M 0.01% -1,488 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 140,772 $6.69M 0.01% +1,850 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 140,648 $6.69M 1.38% +6,704 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 138,765 $6.6M 2.55% -279 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 137,597 $6.54M 0.81% +18,072 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 136,477 $6.49M 2.73% +110,634 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 134,911 $6.42M 0.18% +15,757 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 130,692 $6.21M 0.12% +52,235 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 130,444 $6.2M 2.69% +1,297 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 129,290 $6.15M 0.74% +237 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 129,040 $6.14M 0.01% -158 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 128,908 $6.13M +15,271 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 127,712 $6.07M 0.02% +38,490 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 124,172 $5.9M 0.19% +7,772 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 119,007 $5.66M 4.68% +11,160 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 119,307 $5.66M 1.18% +57,074 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 117,527 $5.59M 0.05% +32,411 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 116,463 $5.54M 2.19% +31,151 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 116,374 $5.53M 0.49% +12,936 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 116,063 $5.52M 0.01% -21,841 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 109,613 $5.21M 1.45% +11,642 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 104,916 $4.96M 0.61% +16,045 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 100,658 $4.79M 0.08% -8,358 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 94,790 $4.51M 0.16% +1,197 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 94,367 $4.49M 2.93% +11,894 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 91,598 $4.38M 0.03% +9,900 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 91,601 $4.36M 0.07% +3,959 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 89,146 $4.24M 0.01% +17,120 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 88,885 $4.23M 0.58% +3,828 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 85,473 $4.06M 0.93% -4,821 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 82,599 $3.93M 0.02% +13,666 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 79,259 $3.77M 0.51% +9,020 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 77,403 $3.68M 0.54% -102 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 76,875 $3.66M 0.03% -1,185 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 76,619 $3.64M 0.3% +2,999 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 72,109 $3.43M <0.01% -756 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 71,971 $3.42M 0.02% -15,972 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 69,821 $3.32M 0.26% -4,745 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 68,527 $3.26M 0.15% +5,345 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 68,254 $3.25M 0.36% +18,580 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 67,318 $3.2M 0.39% +137 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 67,086 $3.19M 1.23% +575 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 66,870 $3.18M 0.94% +2,370 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 64,926 $3.09M 1.17% +1,678 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 63,991 $3.04M 0.44% +5,881 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 63,942 $3.04M 2.41% +4,850 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 63,324 $3.01M 0.02% +4,637 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 63,098 $3M <0.01% +3,559 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 62,601 $2.98M 0.09% +2,632 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 62,083 $2.95M 0.98% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 61,936 $2.95M 0.09% +1,816 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,842 $2.94M 0.01% +687 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 61,015 $2.9M 1% +161 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 60,275 $2.87M 0.94% +714 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 58,652 $2.79M 2.86% -7,964 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 56,641 $2.69M 0.15% +4,229 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 54,748 $2.6M 1.83% +372 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 54,409 $2.59M 0.93% -180 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 53,774 $2.56M <0.01% -858 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 53,178 $2.53M 0.15% -7,179 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 53,041 $2.52M 5.67% -263 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,191 $2.52M 0.02% +3,426 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. 52,946 $2.52M 0.19% +8,929 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,675 $2.5M 0.02% +20,242 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,608 $2.5M 0.05% +5,727 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 51,886 $2.47M 0.09% +5,936 13F-HR Timeline CX Institutional More: the full row for CX Institutional 51,658 $2.46M 0.07% +85 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 50,978 $2.42M 0.03% +7,681 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 50,943 $2.42M 0.03% -4 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,317 $2.35M 0.02% +25,938 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 48,725 $2.32M 1% -32,189 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 48,632 $2.31M 1.4% -150 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 48,262 $2.29M 0.3% +1,480 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 48,094 $2.29M 0.95% +4,173 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 47,839 $2.27M +2,670 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,267 $2.2M <0.01% +321 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 45,612 $2.17M 0.04% +4,515 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 45,186 $2.15M 0.1% +10,553 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 44,651 $2.12M 1.36% +2,180 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 44,646 $2.12M 0.06% -1,348 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 44,457 $2.11M 0.14% +92 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 43,747 $2.11M 0.01% +8,552 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 43,825 $2.09M 1.63% +3,734 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 43,460 $2.07M 0.22% -1,835 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 42,988 $2.04M 1.5% +1,790 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 42,471 $2.02M 1.68% +8,679 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 42,310 $2.01M 0.26% +181 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 42,297 $2.01M 0.05% +594 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 41,596 $1.98M 1.05% +4,304 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 41,450 $1.97M 0.16% +5,384 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 40,665 $1.93M 0.44% +717 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 40,545 $1.93M 1.03% +2,169 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 40,516 $1.93M 0.03% +338 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,837 $1.89M -5,335 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,515 $1.88M 0.01% -423 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 38,684 $1.84M 0.05% -714,129 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,515 $1.78M 0.01% +3,224 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 36,902 $1.75M 0.15% -846 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 35,924 $1.71M 0.35% +3,980 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 35,905 $1.71M 0.52% +2,050 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,460 $1.69M 0.03% +8,470 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 34,171 $1.62M 0.06% +25,898 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 33,843 $1.6M 0.02% -470 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 33,607 $1.6M 0.02% +5,223 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 33,463 $1.59M 0.06% -7,782 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 30,371 $1.44M 0.03% +349 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 29,992 $1.43M 0.33% +27 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 29,927 $1.42M 0.01% -411 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,268 $1.39M 0.02% +3,671 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,643 $1.36M 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 28,056 $1.33M 0.02% +11,267 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% -3,150 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 27,138 $1.29M 0.08% +3,279 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 26,858 $1.28M 0.29% +8,392 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,788 $1.27M 0.03% +342 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 26,519 $1.26M 0.03% +60 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,669 $1.17M <0.01% +16,094 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 24,570 $1.17M 0.11% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 24,473 $1.16M 0.06% -494 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 24,385 $1.16M 0.46% -124 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 24,271 $1.15M 0.54% -176 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 23,709 $1.13M 0.57% +6,338 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 23,478 $1.12M 0.05% -3,254 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,192 $1.11M 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 23,329 $1.11M 0.08% +438 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,269 $1.11M 0.03% +3,071 13F-HR/A Timeline Group THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 22,838 $1.09M 0.38% +2,672 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 22,757 $1.08M 0.43% +2,506 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 21,896 $1.04M 0.07% +1,590 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,675 $1.03M <0.01% +2,782 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,319 $1.01M 0.04% -480 13F-HR Timeline ANB BANK More: the full row for ANB BANK 21,132 $1M 0.41% +3,756 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21,087 $1M 0.01% +523 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 $999K <0.01% 0 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 20,980 $998K 0.06% +163 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,890 $993K 0.06% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 20,532 $976K 0.51% +2,411 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,138 $958K 0.05% +2,268 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 20,097 $955K 0.41% +542 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 19,766 $940K 0.11% +2,917 13F-HR Timeline