BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,489,651 $902M 0.06% -228,893 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,936,258 $325M 0.02% +284,328 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,462,480 $299M 0.03% -55,943 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,655,004 $255M 0.61% -568,145 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 4,518,911 $247M 3.95% -662,844 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 3,856,947 $209M -190,544 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,292,738 $180M 0.01% +406,708 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,047,096 $167M -846,498 Timeline Betterment LLC More: the full row for Betterment LLC 3,042,236 $166M 0.28% -140,294 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,822,780 $152M 0.01% +410,116 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,516,931 $138M 0.26% +12,407 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,026,010 $111M 0.06% +11,808 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,907,808 $104M 0.11% +700,970 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,781,398 $97.4M 0.02% +98,120 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,718,903 $94M 0.02% -13,930 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,703,590 $93.2M <0.01% -400,345 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,299,752 $71.8M 0.01% -111,544 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. 1,288,929 $70.5M 0.03% +34,652 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,284,123 $70.2M -43,772 Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,187,994 $65M 0.42% -27,389 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 932,491 $51M 0.06% -4,573 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 734,756 $40.5M 0.48% +177,323 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 730,940 $40M 0.02% -68,964 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 718,646 $39.3M <0.01% +3,192 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 693,861 $37.9M 0.11% +120,614 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 665,440 $36.4M 0.01% -89,044 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 622,173 $34M 0.42% +36,383 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 568,642 $31.1M -5,909 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 500,000 $27.3M 0.02% new 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 498,176 $27.2M 10.26% +12,547 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 407,888 $22.3M 0.24% -17,150 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 363,923 $19.9M 0.03% +12,303 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 349,451 $19.1M 0.02% -13,858 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 339,722 $18.6M 0.09% +26,792 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 339,094 $18.5M 0.28% -9,492 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 331,003 $18.1M <0.01% +4,970 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 322,945 $17.7M 0.02% -15,020 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 319,148 $17.5M 0.02% -45,265 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 312,630 $17.1M 0.02% -12,086 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 281,749 $15.4M 0.19% -1,526 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 262,736 $14.4M 0.21% -8,595 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 249,207 $13.6M 0.09% -64,633 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 282,277 $12.8M <0.01% +203,651 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 205,792 $11.3M 0.01% +37,668 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 193,007 $10.6M 0.16% 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 192,398 $10.5M 11.43% -177,055 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 186,685 $10.2M 0.12% -11,770 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 178,987 $9.79M -4,993 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 174,125 $9.52M 0.02% -9,210 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 170,076 $9.3M 0.01% +158,810 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 169,049 $9.25M 0.56% -4,487 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 168,404 $9.21M 0.08% +11,257 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 171,457 $9.2M <0.01% +15,633 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 166,631 $9.11M <0.01% 0 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 163,205 $8.93M 2.06% +759 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 159,429 $8.72M <0.01% -8,459 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 155,700 $8.52M 0.09% +328 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 153,284 $8.38M 0.42% -4,140 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 150,083 $8.21M <0.01% +22,329 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 148,882 $8.14M 0.02% -121,391 13F-HR/A Timeline Stanich Group LLC More: the full row for Stanich Group LLC 147,616 $8.07M 5.08% +5,767 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 139,626 $7.64M 0.02% +23,942 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 130,114 $7.12M 0.47% +2,161 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 128,745 $7.04M 3.12% -3,464 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 127,903 $7M 0.04% +657 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 126,515 $6.92M <0.01% -18,121 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 123,954 $6.78M 0.01% 0 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 121,454 $6.64M 0.15% +87 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 120,456 $6.57M 0.01% -5,496 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 113,898 $6.23M 0.03% +1,200 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109,539 $5.99M 0.02% +98,021 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 107,893 $5.9M 0.36% -1,872 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 106,171 $5.81M <0.01% +32,070 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 104,287 $5.7M 0.12% -2,849 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 101,665 $5.56M 0.03% -9,394 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 100,292 $5.48M 0.01% +3,402 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 100,200 $5.48M 1.61% +20,819 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 95,940 $5.25M 0.01% -4,177 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94,530 $5.17M 0.88% -108 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. 92,730 $5.07M 0.01% -12,340 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 92,355 $5.05M 0.15% -12,079 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 92,013 $5.03M 0.01% -156,011 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 91,220 $4.89M 0.01% +20,618 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 88,811 $4.86M 0.49% +24,998 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 88,721 $4.85M 0.01% -18,519 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 85,133 $4.66M 0.01% -4,792 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84,868 $4.64M 0.01% -16,450 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 83,930 $4.59M 0.01% -6,192 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 80,250 $4.39M 1.41% +850 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 77,840 $4.26M 1.72% +23,795 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 75,966 $4.15M 0.52% +1,830 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 70,631 $3.86M 0.01% -1,486 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 70,186 $3.84M 0.08% +5,463 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 70,005 $3.83M 0.09% +4,748 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 69,962 $3.83M 0.02% +3,626 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 70,239 $3.79M 0.33% +67,090 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 68,299 $3.73M 0.03% +18,102 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 70,927 $3.73M 0.05% -460 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 66,693 $3.65M 0.11% -10,585 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 64,509 $3.53M 0.06% +1,356 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 63,089 $3.45M 0.09% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 61,944 $3.39M 0.26% +577 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 61,437 $3.36M 0.05% -353 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60,404 $3.3M 0.04% +1,067 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 59,148 $3.23M 0.13% +11,785 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 59,144 $3.23M 1.12% -1,567 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 58,417 $3.19M 1.09% -1,518 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 58,081 $3.18M 1.34% +15,651 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 58,079 $3.18M 0.25% -864 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 57,159 $3.13M 0.01% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 55,892 $3.06M 0.37% +3,184 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 53,840 $2.94M 2.09% -20,378 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 53,593 $2.93M 0.03% -7,658 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 53,144 $2.91M 0.02% -2,677 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 52,988 $2.9M <0.01% -8,435 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,050 $2.79M 0.01% -7,971 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 50,876 $2.78M 0.4% -480 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 50,744 $2.78M 2.03% -1,953 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 50,724 $2.77M 0.02% -3,941 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 50,519 $2.76M <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 50,353 $2.75M 0.01% -3,262 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 48,249 $2.64M 0.01% +3,250 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 46,912 $2.57M 0.28% -8,084 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,287 $2.53M <0.01% +11,425 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 45,890 $2.51M 0.01% +7,179 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 45,683 $2.5M 0.27% -214 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 45,550 $2.49M 0.02% -7,508 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 53,260 $2.42M 0.07% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 45,810 $2.41M 0.7% +213 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 42,824 $2.34M 0.02% +1,260 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 42,317 $2.31M 0.18% -801 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 42,275 $2.31M 0.03% -3,845 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 41,579 $2.27M 0.29% -2,217 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 41,579 $2.27M <0.01% +2,128 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 41,252 $2.26M 0.08% -666 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 41,232 $2.25M <0.01% +1,642 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 40,998 $2.24M 0.93% -434 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 40,097 $2.19M 0.02% +33,494 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,969 $2.19M 0.06% -2,376 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 39,567 $2.16M 0.01% +20,976 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,105 $2.14M -4,813 Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 38,731 $2.12M 1.73% +1,026 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 38,634 $2.11M 0.23% -1,684 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 38,589 $2.11M <0.01% +920 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 37,866 $2.07M 0.02% +542 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,773 $2.07M 0.01% -14,980 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 37,375 $2.04M 0.19% -1,575 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,361 $2.04M 0.01% -7,237 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 37,082 $2.03M 0.01% +3,139 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 36,669 $2.01M 1.55% -2,522 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 36,366 $1.99M 0.95% -6,220 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,948 $1.97M 0.03% +122 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 35,533 $1.94M 0.03% +912 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 34,244 $1.87M 0.02% -1,937 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,860 $1.85M 0.01% -5,706 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 33,604 $1.84M 0.15% -295 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 32,895 $1.8M 1.46% 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,786 $1.79M 0.18% -69 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 32,629 $1.78M 0.54% -670 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 34,806 $1.78M +14,848 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 32,409 $1.77M 0.04% -4,074 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 31,802 $1.74M 0.2% +5,751 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 31,670 $1.73M 0.49% -2,616 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 31,278 $1.71M 1.02% +122 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 30,686 $1.68M 0.07% -1,188 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 30,395 $1.66M 0.04% -1,243 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 30,000 $1.64M 0.06% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 30,678 $1.63M 0.21% -9,411 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 29,701 $1.62M 0.04% -3,632 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 29,321 $1.6M 0.19% -8,004 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 29,187 $1.6M 0.8% -7 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 28,878 $1.58M 0.44% +2,781 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 28,674 $1.57M 0.1% -7,149 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 28,005 $1.53M 0.31% -1,369 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 27,600 $1.51M <0.01% -48,700 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 29,290 $1.49M 0.18% -1,736 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,251 $1.49M 0.37% -3,131 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 27,109 $1.48M 0.75% -76 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,094 $1.48M 0.04% +4,849 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 26,784 $1.46M 0.08% +729 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 26,763 $1.46M 0.03% -735 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 26,652 $1.46M 0.12% 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 26,393 $1.44M 0.25% -1,743 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 26,382 $1.44M 0.04% -1,597 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25,699 $1.41M 0.17% +539 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 25,612 $1.4M 0.21% -795 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 25,427 $1.39M 0.05% -1,845 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 25,185 $1.38M 0.03% +3,022 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 25,545 $1.38M 0.04% -5,885 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 25,159 $1.38M 0.86% -1,798 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 25,047 $1.37M 0.05% -551 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 24,595 $1.35M 0.15% -305 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,162 $1.32M 0.07% +419 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 24,115 $1.32M <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,849 $1.3M 0.02% +818 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 23,493 $1.28M 0.02% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 23,281 $1.27M 0.13% +3,862 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,082 $1.26M 0.02% -2,045 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 22,782 $1.25M 0.45% -1,536 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 22,721 $1.24M 0.75% 0 13F-HR Timeline