BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,454,424 $605M 0.05% -363,276 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,581,197 $219M 0.65% -122,002 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,441,460 $213M 0.01% +127,268 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 4,588,201 $180M 4.45% +3,804,322 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,511,327 $177M 0.02% -1,460,270 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,434,498 $173M 0.45% -442,115 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,929,206 $154M -2,986 Timeline Betterment LLC More: the full row for Betterment LLC 3,346,542 $131M 0.28% +368,576 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,420,944 $94.8M 0.24% -74,712 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,315,476 $90.7M 0.01% -162,538 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,098,139 $82.2M <0.01% +1,298,941 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,063,382 $80.8M 0.01% -866,722 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,930,016 $75.6M 0.06% +66,281 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,871,300 $73.3M 0.01% -45,890 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,818,697 $71.2M 0.11% +1,721,747 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,671,554 $65.5M 0.01% -4,328 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,522,663 $59.7M 0.01% -130,526 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,426,514 $55.9M 0.01% -15,989 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,239,058 $48.5M 0.42% +48,167 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,237,128 $48.5M 0.02% +98,045 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 974,291 $38.2M 0.02% +281,240 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 904,676 $35.4M 0.16% -91 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 788,977 $30.9M 0.04% +51,910 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 782,025 $30.6M 0.01% -784 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 762,669 $29.9M 0.07% +11,450 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 695,811 $27.3M 0.09% +33,151 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 680,234 $26.6M 0.02% +45,156 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 621,600 $24.3M 0.53% -4,689 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 549,748 $21.5M 0.03% +397,849 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 503,701 $19.7M 0.53% +484,088 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 450,727 $17.7M 0.06% -45,339 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 418,254 $16.4M 7.77% +4,268 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 417,101 $16.3M 0.76% -30,605 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 363,178 $14.2M 0.02% -8,138 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 361,975 $14.2M 0.02% -35,115 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 352,124 $13.8M 0.17% -2,783 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 335,638 $13.1M 0.02% -168,869 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 330,820 $13M <0.01% -789 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 327,848 $12.8M 0.47% +214,210 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 297,302 $11.6M 0.38% +4,127 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 296,133 $11.6M 0.02% +7,765 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 285,073 $11.2M 0.25% -13,269 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 272,469 $10.7M 0.01% -339,115 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 257,495 $10.1M 0.09% +7,563 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 257,300 $10.1M 0.07% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 229,588 $8.99M 0.02% -96 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 226,191 $8.86M 0.01% -7,513 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 218,269 $8.55M 0.03% +22,334 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. 210,770 $8.26M 0.03% -32,030 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 198,362 $7.77M 0.02% +1,049 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 177,382 $6.95M 0.12% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 173,347 $6.79M 0.53% -1,940 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 167,200 $6.55M 0.39% -3,640 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 163,589 $6.41M 2.19% +4,005 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 156,987 $6.15M 0.12% +5,758 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 156,472 $6.13M 0.07% +21,938 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 155,676 $6.1M 0.96% +148,548 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 149,348 $5.85M +8,464 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 147,832 $5.79M 0.07% +2,285 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 143,962 $5.64M 3.21% -8,007 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 140,414 $5.5M 6.14% new 13F-HR/A Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 140,042 $5.49M 0.16% -11,056 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 138,106 $5.41M 0.34% +102,278 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 128,478 $5.06M 4.53% +4,300 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 122,150 $4.78M 0.03% -345,388 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 118,160 $4.63M 0.01% +8,203 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 115,286 $4.52M 0.44% +429 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 110,379 $4.32M 0.16% -2,376 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 105,860 $4.15M 0.1% -1,477 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 120,450 $4.15M 1.2% -4,479 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 102,746 $4.02M <0.01% +31,923 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 99,050 $3.88M 0.09% +237 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 98,947 $3.88M 0.03% +11,360 13F-HR/A Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 97,917 $3.84M 0.88% -140,610 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 91,918 $3.6M 0.14% -127 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,734 $3.48M 0.03% +12,205 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 88,687 $3.47M 0.02% -2,166 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 86,597 $3.39M 0.01% +17,341 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 86,671 $3.39M <0.01% +6,006 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 85,829 $3.36M 0.26% -2,184 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 84,809 $3.32M 1.51% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 82,277 $3.22M 0.01% +18 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78,393 $3.07M 0.02% -307 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 77,800 $3.05M <0.01% +77,611 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 77,289 $3.03M 0.01% -22,536 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 76,845 $3.01M <0.01% +7,345 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 75,040 $2.94M 0.01% +22 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 73,702 $2.84M 0.01% +22,919 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 72,418 $2.84M 0.01% +12,142 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 71,618 $2.81M <0.01% +71,376 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 71,200 $2.79M <0.01% +64,500 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 70,639 $2.77M 0.13% +624 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 70,033 $2.74M 0.07% +1,324 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 69,797 $2.73M <0.01% +1,680 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 66,139 $2.61M 0.04% -3,170 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 66,275 $2.6M 0.06% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 65,291 $2.56M <0.01% +2,315 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 64,779 $2.54M -13,399 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 63,089 $2.47M 0.09% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 62,537 $2.45M 0.17% -37,461 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 61,402 $2.41M 0.06% -1,146 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 61,391 $2.4M 0.2% -14,307 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 59,300 $2.32M 1.32% -27,835 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 59,272 $2.32M 0.99% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 59,025 $2.31M 0.46% +2,507 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 58,251 $2.28M 0.02% +303 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 57,159 $2.24M 0.01% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 57,091 $2.24M 0.21% +2,177 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 56,294 $2.21M 0.04% -1,120 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55,620 $2.18M 0.06% +2,026 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 55,369 $2.17M <0.01% +102 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 55,149 $2.16M 0.01% +4,541 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,074 $2.16M <0.01% +2,073 13F-HR/A Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 52,573 $2.06M 0.42% +252 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 51,158 $2M 0.3% +5,677 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,465 $1.98M 0.02% +2,133 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 48,926 $1.95M 0.7% +1,199 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 48,720 $1.91M 0.27% +1,632 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 48,713 $1.91M 0.07% -20,850 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 48,252 $1.89M 0.22% +785 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,781 $1.87M 0.01% +88 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 47,706 $1.87M 0.02% +1,118 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 46,291 $1.81M 0.01% -3,370 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 46,255 $1.81M 1.06% -410 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 45,914 $1.8M 0.02% -11,060 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 45,834 $1.8M 0.04% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 45,342 $1.78M 0.02% +9,191 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 44,286 $1.73M 0.03% +6,948 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 43,264 $1.69M 0.61% +102 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 43,215 $1.69M 0.05% -3,384 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 41,935 $1.64M 0.04% -3,095 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 41,467 $1.62M 0.16% +132 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 41,089 $1.61M 0.23% -1,793 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 41,069 $1.61M 0.55% +4,924 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 40,447 $1.58M <0.01% +2,862 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 40,429 $1.58M 0.02% +8,025 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 39,458 $1.55M 0.07% +173 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 39,153 $1.53M 0.02% -8,117 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 37,866 $1.49M <0.01% 0 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 37,947 $1.49M 0.05% +116 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 37,307 $1.46M 0.7% -839 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 37,230 $1.46M 0.1% -9,740 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 36,972 $1.45M <0.01% +3,086 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 36,929 $1.45M 0.01% +15,108 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 36,533 $1.43M <0.01% +6,089 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 36,435 $1.43M 0.45% -700 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 35,976 $1.41M 0.16% +1,435 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 35,796 $1.4M 0.21% -5,929 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 35,333 $1.38M 0.01% +19,831 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 34,776 $1.36M 0.14% -177 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 34,776 $1.36M 0.26% +911 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 34,357 $1.35M 0.22% +549 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 34,227 $1.34M 0.35% -20 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 34,082 $1.33M 0.01% +2,063 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,413 $1.31M 0.01% +2,525 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 33,350 $1.31M 0.07% -1,749 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,656 $1.28M 0.18% -1,765 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 32,375 $1.27M 0.53% +4,300 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,110 $1.26M 0.02% +989 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 31,415 $1.23M 0.16% +2,689 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 31,181 $1.22M 0.88% -905 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 31,107 $1.22M 0.04% -1,200 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,981 $1.21M 0.03% -376 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 30,943 $1.21M 0.16% +7,149 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,688 $1.2M 0.03% +289 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 30,513 $1.2M 0.32% -669 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 30,435 $1.19M 1.27% -2,161 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 30,312 $1.19M 0.11% +170 13F-HR Timeline Group Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 30,094 $1.18M 1.1% 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 30,000 $1.18M 0.05% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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