BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,644,576 $807M 0.06% -293,101 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,048,003 $195M <0.01% +317,599 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,450,641 $156M 0.01% +3,248 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,346,087 $150M 0.01% +223,361 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,290,301 $146M 6.39% -1,720 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,610,488 $103M 0.02% +506,734 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,356,846 $86.6M 0.02% -341,056 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 798,161 $50.9M 0.03% -17,512 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 673,232 $43M 0.01% +25,537 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 667,582 $42.6M -92,581 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 639,534 $40.8M 0.01% -15,833 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 545,121 $34.8M 0.03% +538,354 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 385,660 $24.6M 0.02% -6,610 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 338,452 $21.6M <0.01% +2,690 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 279,229 $17.8M 0.01% -467 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 278,782 $17.8M 6.13% +3,690 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 269,729 $17.2M 0.04% -15,249 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 253,206 $16.2M 0.43% +10,750 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 242,266 $15.5M 0.02% +82,623 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 240,881 $15.4M <0.01% +51,215 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 233,666 $14.9M 4.02% -19,741 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 219,596 $14M 0.12% -44,852 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. 210,628 $13.4M 0.01% -3,512 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 207,642 $13.3M 0.02% -59,794 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 197,443 $12.6M 1.73% +472 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 194,360 $12.4M 0.25% +80,498 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 167,947 $10.7M 0.01% -19,868 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 165,990 $10.6M 0.95% -1,667 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 157,769 $10.1M 0.01% -1,328 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 155,727 $9.94M 0.02% +1,288 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 152,706 $9.75M 0.12% -4,912 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 151,547 $9.67M 0.11% -1,429 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 143,899 $9.19M 0.02% -82,026 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 121,808 $7.78M 0.85% +13,762 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 121,491 $7.75M 1.53% +2,199 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119,448 $7.59M 0.01% +41,516 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 117,528 $7.5M 1.87% -39,091 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 113,287 $7.23M 2.57% +2,351 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 109,051 $6.97M 0.01% +2,952 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 91,092 $5.81M 0.01% -220 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 83,620 $5.34M 0.11% +403 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 82,415 $5.26M 0.9% -1,851 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 78,873 $5.03M 0.02% +1,934 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 78,874 $5.03M 0.06% new 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 74,424 $4.75M 0.14% -238,336 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 71,523 $4.57M 0.05% -1,806 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 69,676 $4.45M 1.5% +1,361 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 59,811 $4.38M 0.63% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,931 $4.27M 0.04% +36 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 64,091 $4.09M <0.01% -2,833 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 61,517 $3.97M +11,098 Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 62,163 $3.97M 0.74% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 61,359 $3.92M 0.24% +171 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 60,336 $3.91M 0.09% -9,528 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 59,768 $3.81M 0.01% -168 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 57,772 $3.69M 0.96% +564 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 57,610 $3.68M 0.09% -2,584 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 57,421 $3.67M 0.25% +999 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 57,210 $3.65M 0.05% +991 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 56,317 $3.59M 0.02% -1,254 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 56,253 $3.59M 0.13% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 52,998 $3.38M 0.06% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 51,336 $3.28M 0.01% -2,655 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 48,066 $3.07M 0.04% +4,337 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 45,720 $2.92M +26,727 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 42,311 $2.7M 0.05% +8,958 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 41,641 $2.66M 0.01% -9,049 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 41,298 $2.64M 0.19% -5,342 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 39,629 $2.53M 0.02% +17,250 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 39,296 $2.51M 0.07% -2,993 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 35,682 $2.28M 0.02% -808 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 35,024 $2.24M 0.55% +345 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 34,564 $2.21M 1.14% -64,682 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,280 $2.19M <0.01% -2,516 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 33,721 $2.15M 0.02% -1,902 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,133 $2.11M 0.01% -6,724 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 29,879 $2.05M 0.14% -4,245 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 31,436 $2.01M 0.45% +8 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 31,426 $2.01M 0.26% +7,925 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,401 $2M 0.01% +3,725 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 30,753 $1.96M 0.9% +217 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,747 $1.96M 0.18% -870 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,520 $1.88M 0.01% -7,406 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 28,477 $1.82M 0.83% +3,498 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,651 $1.76M 0.07% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 32,440 $1.73M 0.85% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,519 $1.69M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,217 $1.67M <0.01% -2,628 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 25,943 $1.66M 0.86% -1,627 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,316 $1.62M <0.01% -1,007 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 25,147 $1.61M 0.04% -2,666 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,779 $1.58M 0.2% -714 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,770 $1.57M <0.01% +3,606 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,449 $1.56M 0.01% -954 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24,275 $1.55M 0.22% -2,665 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,924 $1.53M 0.01% -1,015 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 23,484 $1.5M 0.01% -545 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 22,649 $1.45M 0.4% -71 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 22,153 $1.41M 0.06% -2,499 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 21,602 $1.38M 0.91% +265 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,155 $1.35M 0.01% -328 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 20,289 $1.3M 0.04% -1,295 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,853 $1.27M 0.01% -515 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 19,600 $1.25M <0.01% -1,300 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 19,351 $1.24M 0.02% -3,844 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,975 $1.21M 0.04% +704 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 18,878 $1.2M 0.79% -827 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,851 $1.2M 0.02% +3,201 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,491 $1.18M 0.01% +414 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,445 $1.18M <0.01% +7,161 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 18,234 $1.16M <0.01% -9,017 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,621 $1.12M <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,596 $1.12M <0.01% -802 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,068 $1.09M 0.07% -692 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,744 $1.07M 0.07% -397 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 16,732 $1.07M 0.47% +1,760 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,575 $1.06M 0.66% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,554 $1.06M 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16,115 $1.03M 0.09% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,711 $1M 0.02% -14,686 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 15,690 $1M 0.66% -435 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,622 $997K 0.02% -782 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,137 $966K 0.01% -7,556 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $938K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,534 $928K <0.01% +851 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 13,833 $883K 0.03% -178 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,786 $880K 0.02% -3,475 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,410 $856K 0.17% -785 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,180 $841K 0.01% +5,837 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 12,920 $825K 0.14% -261 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,810 $818K 0.02% -4 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,778 $816K 0.04% -96 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $812K 0.46% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 12,624 $806K 0.3% -300 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,588 $803K 0.01% -1,219 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 12,011 $767K 0.2% +1,870 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 12,000 $766K <0.01% +1,100 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 11,867 $757K 0.23% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11,862 $757K 0.28% -37 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,848 $756K 0.24% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,547 $738K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,476 $733K -358 Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 11,358 $725K <0.01% -4,620 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,285 $720K 0.02% +51 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,636 $679K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,558 $674K 0.11% +139 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,263 $655K 0.1% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,166 $649K 0.01% +3,963 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,149 $648K 0.02% -156 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,016 $639K <0.01% -6,737 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,915 $633K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,541 $609K 0.03% -294,757 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,480 $605K <0.01% +4,911 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,243 $590K <0.01% +5,322 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,963 $572K 0.01% -43 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,476 $541K <0.01% +345 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,411 $537K <0.01% -66,366 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,397 $536K 0.01% -181 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,255 $527K 0.03% +119 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 8,236 $526K 0.15% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $526K 0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,063 $515K 0.25% +15 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,952 $508K <0.01% +3,705 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 7,919 $505K 0.38% -29 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,880 $503K 0.02% +261 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $498K 0.29% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,645 $488K 0.11% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,601 $485K 0.13% -195 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,601 $485K 0.13% +638 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,424 $474K 0.01% +31 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,275 $464K 0.19% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,167 $457K 0.11% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,090 $453K <0.01% -43,513 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,029 $449K 0.09% -1,751 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,965 $445K 0.12% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,930 $442K <0.01% -1,783 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,928 $442K 0.04% +636 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,894 $440K <0.01% 0 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,412 $409K 0.18% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,349 $405K <0.01% 0 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,227 $397K 0.24% -54 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,046 $386K 0.11% -1,077 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,757 $367K 0.1% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,718 $365K 0.3% -74 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,706 $364K 0.01% -5,484 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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