BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,455,930 $972M 0.06% +34,110 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,773,616 $797M 0.05% -15,185 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,431,650 $558M 1.33% -42,377 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,064,070 $521M 0.06% +352,970 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,873,244 $501M 0.03% +542,296 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,581,349 $471M 0.02% +607,885 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 4,079,518 $418M +131,431 Timeline Betterment LLC More: the full row for Betterment LLC 3,972,639 $408M 0.69% +53,748 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,642,193 $169M 1.1% +63,851 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,638,326 $168M +16,324 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,533,371 $158M 0.03% +12,078 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,484,182 $153M 0.19% +51,272 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,298,017 $133M -311,799 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,287,442 $132M 0.14% +453,659 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,283,855 $132M 0.25% +75,333 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,274,392 $131M 0.07% +39,751 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,216,570 $125M 0.01% -598,127 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,058,614 $109M 1.3% -52,427 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 975,966 $100M 0.05% +28,589 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 973,616 $100M 0.02% -29,823 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 945,480 $97.2M 0.02% +38,052 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 907,376 $93.3M 4.53% -140,555 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 870,465 $89.5M <0.01% +17,094 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 846,705 $87M 0.11% +26,818 13F-HR Timeline KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 775,300 $79.7M 15.4% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 656,526 $67.5M 0.26% +37,479 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 632,314 $65M 0.71% -11,507 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 617,934 $63.5M -8,326 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 597,951 $61.5M 0.04% +2,221 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 557,789 $57.3M 0.17% +108,402 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 514,835 $52.9M 0.05% -7,383 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 509,934 $52.4M 0.01% +21,133 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 492,111 $50.6M 0.63% +53,109 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 523,178 $50M 0.02% +345,655 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 434,001 $44.6M 12.65% +10,788 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 430,343 $44.2M 16.66% +10,222 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 375,979 $38.7M 0.03% +6,913 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 375,356 $38.6M 0.18% +6,677 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 356,409 $36.6M 0.2% +3,332 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 346,929 $35.7M 8.78% +11,099 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 314,863 $32.4M 0.03% -3,771 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 313,173 $32.2M 5.49% -1,346 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 310,104 $31.9M 0.37% +6,531 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 304,935 $31.3M 0.05% +90,735 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 297,816 $30.6M 1.85% +7,653 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 289,260 $29.7M 0.61% +3,616 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 282,212 $29M 0.43% +395 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 280,489 $28.8M 0.44% -18,238 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 269,484 $27.4M 0.01% +30,607 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 261,607 $26.7M 0.04% +16,924 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 257,039 $26.4M 0.01% -1,993 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 251,429 $25.8M 0.05% -4,178 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 249,137 $25.6M 0.08% +5,876 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 241,378 $24.8M 0.22% +24,515 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 519,661 $24.3M 2.86% +304,079 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 232,994 $24M 15.08% +13,984 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 226,326 $23.3M <0.01% -23,495 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 225,764 $23.2M 0.06% -5,783 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 220,180 $22.6M 6.13% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 203,791 $21M 0.76% -55 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 195,241 $20.1M 0.1% -8,762 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 191,817 $19.7M 0.03% +6,236 13F-HR Timeline Group FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 186,142 $19.1M 17.35% -2,382 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 177,687 $18.3M 4.75% +1,948 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 172,727 $17.8M 0.02% +140,551 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 172,080 $17.7M 0.04% -47,728 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 171,088 $17.6M 0.01% +33,584 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 163,989 $16.9M 0.03% -115 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 156,526 $16.1M 0.25% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 153,209 $15.8M 0.07% -28,719 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 146,928 $15.1M 0.16% -1,315 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 137,081 $14M 1.23% +131,119 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 135,088 $13.9M 4.85% -1,242 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 132,543 $13.6M 0.41% +951 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 132,123 $13.6M 1.07% +1,065 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 126,104 $13M 0.01% new 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 123,195 $12.7M 0.29% -261 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 118,838 $12.2M <0.01% +652 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 116,875 $12M 0.32% +3,450 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 115,954 $11.9M 0.01% -13,201 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 113,018 $11.6M 2.29% -317 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 111,208 $11.4M 0.01% -1,008 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 110,574 $11.4M 8.31% -7,536 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 109,170 $11.2M 0.02% -6,430 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 106,479 $10.9M 0.1% -155,695 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 105,989 $10.9M 0.06% +4,526 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 104,788 $10.8M 0.01% +9,893 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 104,247 $10.7M 11.65% -150,180 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 104,183 $10.7M 0.02% +1,001 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,299 $10.5M 0.03% +17,348 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 99,054 $10.2M 0.12% +258 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 98,140 $10.1M 0.01% +11,732 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 96,757 $9.95M 0.06% +3,826 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 95,969 $9.87M 0.24% +6,051 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 90,566 $9.31M 0.18% -119 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 89,199 $9.17M 4.06% -3,396 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 84,064 $8.64M 1.09% +5,177 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 79,580 $8.18M 0.06% +19,889 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 78,962 $8.14M 0.11% +1,052 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 78,697 $8.09M 1.5% +5,548 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 78,672 $8.09M -3,754 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,196 $7.84M 0.01% +21,763 13F-HR Timeline Group Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 75,138 $7.72M 7.41% +9,281 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 74,525 $7.66M 0.58% -103 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 73,016 $7.51M 0.19% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 77,721 $7.43M 0.21% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 71,523 $7.35M 0.05% -26,944 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 70,247 $7.22M 0.1% -11,444 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 69,389 $7.13M +6,943 Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 68,476 $7.04M 0.59% -350 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 67,925 $6.98M 2.25% +3,125 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 66,989 $6.89M 0.05% -4,155 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 66,604 $6.85M 0.01% -252,250 13F-HR/A Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 63,623 $6.54M 0.4% -374 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 63,343 $6.51M 0.09% +750 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 63,199 $6.5M 0.28% -258 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 61,081 $6.28M 1.97% +664 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 60,293 $6.2M <0.01% +2,352 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 59,911 $6.16M 0.11% -604 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 59,699 $6.14M 0.06% -59 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 57,446 $5.91M 0.39% +2,269 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 57,267 $5.89M 0.08% +5,079 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 56,017 $5.76M 0.07% -6,261 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 55,813 $5.74M 0.64% +387 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 51,867 $5.33M 0.02% -136 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 50,941 $5.24M 0.02% +1,863 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 50,024 $5.14M 2.17% +24,545 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 49,875 $5.13M 0.23% +423 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 47,245 $4.86M 1.65% +7,986 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 47,019 $4.83M 0.02% +2,208 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 46,023 $4.73M 0.01% +11,985 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 45,419 $4.67M 0.51% -130 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 44,378 $4.56M 0.01% +18,325 13F-HR Timeline Group Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 44,311 $4.56M 1.95% +1,650 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 44,198 $4.54M 0.16% +4,100 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 44,064 $4.53M 0.54% -2,119 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 43,954 $4.52M 1.58% +2,518 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 43,951 $4.52M 2.82% -1,111 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 43,255 $4.45M 1.85% +1,123 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 42,628 $4.38M 0.4% +415 13F-HR/A Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 40,132 $4.13M 2.77% +1,846 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 40,118 $4.12M 1.94% -920 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 39,848 $4.1M 0.83% -487 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 39,754 $4.09M 0.24% +600 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 39,656 $4.08M 1.15% +910 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 40,064 $4.07M 0.49% -2,452 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 39,588 $4.07M 0.03% +5,948 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39,555 $4.07M 0.83% +2,410 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 39,514 $4.06M 0.48% +497 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 39,390 $4.05M 0.58% +1,922 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 37,237 $3.83M 0.32% 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 37,025 $3.81M 0.05% -9,716 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 36,895 $3.79M 0.08% +242 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 36,677 $3.77M 0.04% +1,332 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,613 $3.76M 0.02% +10,913 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 36,579 $3.76M 2.55% +661 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 36,540 $3.76M 0.06% -2,520 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 36,307 $3.73M 0.01% +111 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 35,948 $3.7M 2.45% -1,715 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 35,745 $3.67M 0.42% +2,247 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 35,550 $3.65M 1.83% -125 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 35,222 $3.62M 2.17% +278 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 35,002 $3.6M 0.18% -2,000 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 33,679 $3.46M 2.81% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 33,490 $3.44M 1.19% +341 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 33,427 $3.44M 0.2% -711 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 33,458 $3.42M 0.08% -1,305 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 33,241 $3.42M 0.43% +75 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 32,336 $3.32M 0.05% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 32,084 $3.3M 0.67% -169 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 31,704 $3.26M 0.51% -1,070 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 30,349 $3.12M 0.47% -26 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 30,130 $3.1M 1.48% -1,960 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30,082 $3.09M 0.1% -9,393 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 30,006 $3.08M 0.16% +545 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 29,778 $3.06M 0.08% -1,368 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29,771 $3.06M 0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 29,336 $3.02M 0.19% +453 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 29,230 $3.01M 0.73% +5,574 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 29,204 $3M 0.1% -6,410 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,699 $2.95M 0.03% +2,805 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 28,457 $2.92M <0.01% +6,565 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,020 $2.88M 0.03% +1,940 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 27,951 $2.87M 0.31% +122 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 27,792 $2.86M 0.05% +1,075 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 27,600 $2.85M 0.52% +861 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 27,564 $2.83M 0.03% +751 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 27,282 $2.8M 0.21% +143 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 26,778 $2.75M 1.4% -280 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 26,718 $2.75M 0.07% -970 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for Wingate Wealth Advisors, Inc. 25,375 $2.61M 1.15% +377 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 24,502 $2.52M 0.63% -166 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 24,494 $2.52M 0.07% +3,570 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,432 $2.51M <0.01% -7,110 13F-HR Timeline