BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,150,158 $614M 0.05% -1,304,266 13F-HR/A Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,519,640 $240M 0.66% -61,557 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,943,850 $215M 0.03% +432,523 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,807,788 $209M 0.01% -633,672 13F-HR/A Timeline Group WIT, LLC More: the full row for WIT, LLC 4,588,201 $199M 4.51% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,368,788 $189M 0.46% -65,710 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,570,950 $155M -358,256 Timeline Betterment LLC More: the full row for Betterment LLC 3,277,758 $142M 0.28% -68,784 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,531,240 $110M 0.01% +215,764 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,497,409 $108M 0.25% +76,465 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,364,311 $103M 0.01% +493,011 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,915,227 $83.2M 0.06% -14,789 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,670,779 $72.5M 0.01% -775 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,494,065 $65M 0.01% -28,598 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,346,795 $58.5M 0.02% +109,667 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,328,740 $57.7M 0.01% -734,642 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,327,973 $57.7M 0.01% -98,541 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,288,579 $56M <0.01% -809,560 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,231,111 $53.5M 0.42% -7,947 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,200,512 $52.1M 0.03% +226,221 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 925,427 $40.2M 0.07% +162,758 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 872,265 $37.9M 0.04% +83,288 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 854,453 $37.1M 0.15% -50,223 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 705,352 $30.6M 0.1% +9,541 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 694,345 $30.1M 0.02% +14,111 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 679,859 $29.5M 0.01% -102,166 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 618,584 $26.9M 0.55% -3,016 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 484,463 $21M 9.07% +66,209 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 441,384 $19.2M 0.06% -9,343 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 401,498 $17.4M 0.2% +49,374 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 359,669 $15.6M 0.02% -3,509 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 356,724 $15.5M 0.02% -5,251 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 345,194 $15M 0.27% +188,207 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 328,548 $14.3M <0.01% -2,272 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 326,929 $14.2M 0.02% +97,341 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 325,450 $14.1M 0.02% -10,188 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 305,782 $13.3M 0.02% +33,313 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 300,859 $13M 0.4% +3,557 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 298,271 $13M 0.02% +2,138 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 284,859 $12.4M 0.1% +27,364 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 282,761 $12.3M 0.25% -2,312 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 266,635 $11.6M 0.01% +249,488 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 227,116 $9.86M 0.01% +925 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 226,360 $9.83M 0.03% +8,091 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 205,298 $8.91M 0.08% +154,833 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 197,985 $8.6M 8.28% +57,571 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 190,018 $8.25M 0.02% -8,344 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 181,848 $7.9M 0.12% +4,466 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 174,181 $7.56M 0.54% +834 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 166,782 $7.24M 0.41% -418 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 165,368 $7.24M +16,020 Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 164,678 $7.15M 2.24% +1,089 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 158,214 $6.87M 0.28% -169,634 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 155,558 $6.75M 0.07% -914 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 152,241 $6.61M 0.9% -3,435 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 150,624 $6.54M 0.08% +2,792 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 141,747 $6.15M 3.25% -2,215 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 138,131 $6M 0.01% -1,680,566 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 131,953 $5.73M 0.32% -6,153 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 131,128 $5.69M 0.15% -8,914 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 130,735 $5.68M 3.48% +2,257 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 128,900 $5.6M 0.04% -128,400 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 128,160 $5.56M +63,381 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 123,799 $5.38M <0.01% +21,053 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 120,491 $5.23M 0.03% -1,659 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 119,316 $5.18M 0.01% +1,156 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 114,458 $4.97M 0.42% -828 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 113,611 $4.93M 0.02% +38,571 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. 112,370 $4.88M 0.02% -98,400 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 110,455 $4.8M 0.17% +76 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 106,720 $4.63M 0.1% +860 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 105,953 $4.6M 0.01% +92,904 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 105,652 $4.59M 0.03% +16,918 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 101,196 $4.39M 0.03% +2,249 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 99,049 $4.3M 0.09% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94,993 $4.12M 0.83% -2,924 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 94,748 $4.11M 0.01% +8,151 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 94,450 $4.1M 0.01% +22,032 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 95,197 $4.07M <0.01% +8,526 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 90,759 $3.94M 0.14% -1,159 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 87,317 $3.79M 0.01% +10,472 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 0 $3.56M 1.55% -84,809 13F-HR Timeline Amount filed as zero, left out of ratios. COMERICA BANK More: the full row for COMERICA BANK 81,430 $3.54M 0.01% -847 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80,009 $3.47M 0.02% +1,616 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 78,331 $3.4M 0.25% -7,498 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 76,885 $3.34M 0.01% -404 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 78,611 $3.33M <0.01% +4,909 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 74,827 $3.25M 0.01% +5,030 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 71,197 $3.09M 0.01% +16,123 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 69,274 $3.05M 0.07% -759 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 67,741 $2.94M 0.04% +1,602 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 67,145 $2.92M <0.01% +1,854 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 64,803 $2.81M 1.73% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 64,204 $2.79M 0.06% -2,071 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 63,240 $2.75M 0.49% +4,215 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 63,089 $2.74M 0.09% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 62,309 $2.71M 0.02% +16,967 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 62,196 $2.7M 0.24% +5,105 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 61,135 $2.65M 0.06% -267 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 60,320 $2.62M 1.04% +1,048 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 58,212 $2.53M 0.09% new 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 57,159 $2.48M 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57,036 $2.48M 0.06% +1,416 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 56,598 $2.45M 0.02% -1,653 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 55,805 $2.42M 0.34% +4,647 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 61,391 $2.4M 0.2% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 55,354 $2.4M 0.04% -940 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 55,110 $2.39M <0.01% -259 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 54,199 $2.35M 0.01% -950 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,786 $2.29M 0.01% +5,005 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 51,928 $2.25M 0.28% +3,208 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 51,459 $2.23M 0.25% +3,207 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 50,779 $2.2M 0.4% -1,794 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 50,711 $2.2M 0.02% +4,797 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 47,725 $2.07M 0.02% +19 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 46,717 $2.07M <0.01% +8,851 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 46,337 $2.01M 1.1% +82 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 45,680 $2.01M 0.67% -3,246 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 46,194 $2.01M 0.01% -97 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,028 $2M 0.04% +4,093 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 45,434 $1.97M 0.06% -3,279 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 44,849 $1.95M 0.03% +563 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 44,374 $1.93M <0.01% +7,402 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 41,511 $1.8M 0.05% -1,704 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 41,067 $1.78M <0.01% +620 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 40,798 $1.77M 0.6% -2,466 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 40,574 $1.76M 0.02% +145 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 40,158 $1.74M 0.23% -931 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 40,023 $1.74M 0.08% +565 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 39,319 $1.71M 0.01% +5,237 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 38,735 $1.68M 0.01% +1,806 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 38,033 $1.65M 0.05% +86 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 38,028 $1.65M 0.15% -3,439 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 37,313 $1.62M 0.02% -1,840 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 37,185 $1.61M 0.17% +1,209 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 37,130 $1.61M 0.02% +5,020 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 41,069 $1.61M 0.55% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 36,809 $1.6M <0.01% +276 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,462 $1.58M 0.01% +3,049 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 36,285 $1.58M 0.46% -150 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 34,888 $1.57M 0.26% +112 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 35,345 $1.53M +8,859 Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 34,964 $1.52M 0.23% +607 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34,859 $1.51M 0.01% -474 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,300 $1.49M <0.01% -36,900 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 34,176 $1.48M 0.14% -600 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 33,925 $1.47M 0.58% +1,550 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 33,793 $1.47M 1.32% +3,358 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 33,713 $1.46M <0.01% +6,525 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 33,623 $1.46M 0.19% +2,208 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 33,292 $1.45M 0.07% -58 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 33,031 $1.43M 0.2% -2,765 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,621 $1.42M 0.18% -35 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 32,167 $1.4M 0.16% +4,240 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 31,759 $1.38M 0.34% -2,468 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 31,181 $1.35M 0.89% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 30,367 $1.32M 0.32% -146 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 30,176 $1.31M 0.04% -931 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 30,000 $1.3M 0.05% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 29,882 $1.3M 0.85% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,804 $1.29M 0.03% -884 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,099 $1.26M 0.1% +429 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 29,041 $1.26M 0.11% -1,271 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 29,025 $1.26M 0.07% -107 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 28,482 $1.24M 0.03% +168 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,382 $1.19M 0.4% -816 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 26,488 $1.15M 0.06% +7,544 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26,381 $1.15M 0.08% +582 13F-HR Timeline Trust Co More: the full row for Trust Co 25,994 $1.13M 0.12% +1,996 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 25,978 $1.13M 0.14% -4,965 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 25,319 $1.1M 0.05% -306 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 25,159 $1.09M 0.13% -593 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 24,913 $1.08M 0.03% -20,921 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 24,901 $1.08M 0.05% -45,738 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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