BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,034,714 $620M 0.05% -115,444 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,376,748 $282M 0.76% +857,108 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,194,283 $229M 0.03% +250,433 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,885,857 $216M 0.01% +78,069 13F-HR/A Timeline Group WIT, LLC More: the full row for WIT, LLC 4,601,324 $203M 4.07% +13,123 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,216,469 $187M 0.45% -152,319 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,180,886 $185M +609,936 Timeline Betterment LLC More: the full row for Betterment LLC 3,254,323 $144M 0.27% -23,435 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,920,921 $129M 0.01% +389,681 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,568,072 $113M 0.25% +70,663 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,397,214 $106M 0.01% +32,903 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,345,731 $104M 0.02% +674,952 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,962,516 $86.7M 0.06% +47,289 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,514,419 $66.9M 0.02% +167,624 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,451,003 $64.1M 0.01% -43,062 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,347,917 $59.5M <0.01% +59,338 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,279,187 $56.5M -48,786 Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,248,070 $55.1M 0.41% +16,959 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,215,772 $53.7M 0.03% +15,260 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 945,667 $41.8M 0.06% +20,240 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 906,767 $40.1M 0.05% +34,502 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 767,299 $33.9M 0.02% +72,954 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 745,171 $32.9M 0.01% +65,312 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 689,795 $30.5M 0.1% -15,557 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 641,688 $28.3M <0.01% -687,052 13F-HR/A Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 599,664 $26.5M 0.54% -18,920 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 555,947 $24.6M 0.95% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 450,502 $19.9M 0.06% +9,118 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 448,444 $19.8M 8.32% -36,019 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 418,881 $18.5M 0.01% +152,246 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 410,234 $18.1M 0.21% +8,736 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 379,777 $16.8M 0.02% +52,848 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 374,844 $16.6M 0.02% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 371,275 $16.4M 0.02% +45,825 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 363,728 $16.1M 14.18% +165,743 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 357,711 $15.8M 0.02% +987 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 352,611 $15.6M 0.02% -7,058 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 342,880 $15.1M 0.26% -2,314 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 339,079 $15M <0.01% +10,531 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 311,328 $13.8M 0.02% +13,057 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 302,215 $13.3M 0.4% +1,356 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 297,361 $13.1M 0.02% +159,230 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 277,903 $12.3M 0.22% -4,858 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 277,094 $12.2M 0.02% -28,688 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 251,142 $11.1M 0.03% +24,782 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 237,060 $10.5M 0.03% +47,042 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 230,077 $10.2M 0.07% +24,779 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 198,669 $8.78M 0.16% +134,465 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 194,148 $8.58M 0.12% +12,300 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 192,372 $8.5M 0.01% -34,744 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 192,321 $8.49M 0.65% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 173,309 $7.66M 0.53% -872 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 169,972 $7.51M +4,604 Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 164,238 $7.25M 2.19% -440 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 162,591 $7.18M 0.39% -4,191 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 158,027 $6.98M 0.07% +2,469 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 152,561 $6.74M 0.08% +1,937 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 151,187 $6.68M 0.88% -1,054 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 139,856 $6.2M 0.01% +33,903 13F-HR Timeline Group Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 138,244 $6.11M 3.38% -3,503 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 136,668 $6.04M 4.55% +5,933 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 130,514 $5.76M 0.15% -614 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 128,787 $5.69M 0.3% -3,166 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 126,725 $5.6M -1,435 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 118,374 $5.23M 0.01% -942 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 117,559 $5.19M 0.01% +23,109 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116,498 $5.15M 0.03% +10,846 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 114,840 $5.07M 0.37% +382 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 114,349 $5.05M 0.11% +7,629 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 113,661 $5.02M 0.04% -6,830 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 $4.96M 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 111,337 $4.92M 0.02% -2,274 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 109,898 $4.85M <0.01% +68,831 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 108,665 $4.8M 0.01% +13,917 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 108,348 $4.79M 0.17% -2,107 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 104,419 $4.61M <0.01% +9,222 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 97,881 $4.32M 0.08% -1,168 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94,983 $4.2M 0.82% -10 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 90,148 $3.98M <0.01% -33,651 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 86,708 $3.83M 0.14% -4,051 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 86,440 $3.82M 0.01% +15,243 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,469 $3.69M <0.01% -3,848 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 83,312 $3.68M 0.01% +1,882 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 83,253 $3.68M 0.01% +3,244 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 81,416 $3.6M 0.01% +6,589 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 80,357 $3.55M 0.02% -20,839 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 77,389 $3.42M 1.46% +77,389 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 76,381 $3.37M 0.02% +14,072 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 74,667 $3.3M 0.24% -3,664 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,534 $3.25M 0.01% -3,351 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 72,876 $3.22M 0.05% +5,135 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 71,535 $3.16M 0.06% +2,261 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 69,262 $3.06M 2.76% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,152 $3.01M <0.01% +1,007 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67,901 $3M 0.46% +4,661 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 66,548 $2.94M 0.02% +9,950 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 64,723 $2.86M 0.06% +3,588 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 63,103 $2.79M 0.24% +907 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 63,089 $2.79M 0.08% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 62,013 $2.74M 0.04% +6,659 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,579 $2.72M 0.01% +17,205 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 61,190 $2.7M 1.01% +870 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 60,945 $2.69M 0.21% -446 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 60,796 $2.69M 0.05% +14,768 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 60,077 $2.65M 0.07% +14,643 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 59,467 $2.63M 0.32% +7,539 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,387 $2.62M 0.01% +6,601 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 58,482 $2.58M 0.02% +12,288 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 57,159 $2.52M 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,045 $2.52M <0.01% -21,566 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,669 $2.5M 0.05% -367 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 56,412 $2.49M 0.28% +4,953 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 56,349 $2.49M 0.02% +8,624 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 54,858 $2.42M <0.01% -252 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 54,546 $2.41M 0.01% +347 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 54,211 $2.39M 1.29% -10,592 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 52,693 $2.33M 0.02% +1,982 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 52,609 $2.32M 0.31% -3,196 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 50,582 $2.23M 0.02% +11,263 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 50,164 $2.22M 0.36% -615 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 45,930 $2.15M 0.69% +250 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 45,897 $2.03M +38,583 Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 45,452 $2.01M 1.08% -885 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 45,124 $1.99M 0.03% +275 13F-HR Timeline Group True Blue Financial, LLC More: the full row for True Blue Financial, LLC 44,455 $1.96M 1.62% 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 44,401 $1.96M 1.36% +14,519 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 44,341 $1.96M 1.62% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 43,870 $1.94M 0.17% +5,842 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 43,352 $1.91M 0.33% +2,283 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 43,271 $1.91M 0.06% +1,760 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 42,353 $1.87M 0.06% +32,305 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 41,590 $1.84M 1.53% +7,797 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 41,152 $1.82M 0.01% +2,417 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 40,998 $1.81M 0.27% +6,034 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 40,650 $1.8M 0.23% +7,027 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 40,375 $1.78M 0.71% +6,450 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 40,213 $1.78M 0.02% -361 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 40,083 $1.77M 0.07% +60 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 40,028 $1.77M 0.98% 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 38,820 $1.71M 0.57% -1,978 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 38,601 $1.71M 0.02% +1,471 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 38,531 $1.7M +3,186 Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 38,219 $1.69M 0.44% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 38,176 $1.69M 1.67% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 37,410 $1.65M <0.01% +601 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 36,934 $1.64M 0.02% -379 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 36,757 $1.62M 0.08% +10,269 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 36,613 $1.62M <0.01% +2,900 13F-HR Timeline Group Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 36,590 $1.62M 0.21% -3,568 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 36,518 $1.61M <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 36,467 $1.61M <0.01% +12,682 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,725 $1.58M 0.02% +19,712 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 34,970 $1.54M 0.03% +16,900 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,881 $1.54M 0.04% +5,077 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 34,860 $1.54M 0.17% +2,693 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 34,825 $1.54M 0.44% -1,460 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34,197 $1.51M 0.01% -662 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,021 $1.5M 0.01% +14,805 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 34,002 $1.5M 0.14% -174 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 33,932 $1.5M <0.01% -12,785 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 33,148 $1.46M 0.04% -4,885 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 32,764 $1.45M 0.07% -528 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,637 $1.44M 0.17% +16 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 29,038 $1.42M 0.24% -5,850 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 31,774 $1.4M 0.2% -1,257 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 31,462 $1.39M 0.9% +281 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 30,688 $1.36M 0.31% -1,071 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 30,402 $1.34M 0.11% +1,303 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 30,176 $1.33M 0.04% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,779 $1.33M <0.01% +7,360 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,024 $1.33M 0.03% +1,542 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 30,000 $1.33M 0.05% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 29,808 $1.32M 0.38% +2,426 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 29,313 $1.29M 1.14% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 29,305 $1.29M 0.3% -1,062 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 29,282 $1.29M 0.66% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 28,840 $1.27M 0.11% -201 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 26,571 $1.17M 0.83% +1,836 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 26,460 $1.17M 0.07% -2,565 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 26,286 $1.16M 0.14% +308 13F-HR Timeline Trust Co More: the full row for Trust Co 25,977 $1.15M 0.11% -17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25,920 $1.14M 0.08% -461 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 71,200 $1.13M 0.27% +62,400 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 25,423 $1.12M 0.02% +2,566 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 25,299 $1.12M 0.24% +4,091 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 25,115 $1.11M 0.05% -204 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 25,101 $1.11M 0.33% +2,326 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 24,913 $1.1M 0.02% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 24,743 $1.09M 0.13% -416 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 24,464 $1.08M 0.04% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 24,455 $1.08M 0.43% -384 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24,165 $1.07M 0.02% -352 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,638 $1.04M 0.02% +5,371 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 23,464 $1.04M 0.04% -708 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 23,412 $1.03M 0.04% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 23,208 $1.03M 0.17% -50 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 23,037 $1.02M 0.11% +476 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 21,176 $986K +9,162 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22,321 $986K 0.14% +1,189 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,830 $964K 0.02% +4,988 13F-HR Timeline