BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,718,544 $760M 0.06% +2,683,830 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,651,930 $257M 0.02% +766,073 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,518,423 $251M 0.03% +324,140 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,223,149 $237M 0.62% -1,153,599 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 5,181,755 $236M 4.45% +580,431 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 4,047,491 $179M -168,978 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,893,594 $177M -287,292 Timeline Betterment LLC More: the full row for Betterment LLC 3,182,530 $145M 0.27% -71,793 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,886,030 $131M 0.01% -34,891 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,504,524 $114M 0.25% -63,548 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,412,664 $106M 0.01% +15,450 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,103,935 $95.7M <0.01% +756,018 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,014,202 $91.6M 0.06% +51,686 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,732,833 $78.8M 0.02% -612,898 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,683,278 $76.5M 0.02% +168,859 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,411,296 $64.2M 0.01% -39,707 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,327,895 $60.4M +48,708 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,206,838 $60.1M 0.07% +300,071 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. 1,254,277 $57M 0.03% +38,505 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,215,383 $55.3M 0.41% -32,687 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 937,064 $42.6M 0.06% -8,603 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 799,904 $36.4M 0.02% +32,605 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 754,484 $34.3M 0.01% +9,313 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 715,454 $32.5M <0.01% +73,766 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 664,188 $30.2M 0.1% -25,607 13F-HR/A Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 585,790 $26.6M 0.56% -13,874 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 574,551 $26.1M 0.05% +124,049 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 557,433 $25.3M 0.38% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 485,629 $22.1M 9.38% +37,185 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 470,600 $21.4M 0.14% 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 425,038 $19.3M 0.23% +14,804 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 369,453 $16.8M 15.28% +5,725 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 364,413 $16.6M 0.02% -15,364 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 363,309 $16.5M 0.02% +5,598 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 351,620 $16M 0.02% -19,655 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 348,586 $15.9M 0.27% +5,706 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/ 346,800 $15.8M 0.02% +346,778 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 337,965 $15.4M 0.01% -14,646 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 326,033 $14.8M <0.01% -13,046 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 324,716 $14.8M 0.02% +13,388 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 313,840 $14.3M 0.11% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 312,930 $14.2M 0.08% +82,853 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 283,275 $12.9M 0.18% new 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 271,331 $12.3M 0.21% -6,572 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 270,273 $12.3M 0.03% +19,131 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 248,024 $11.3M 0.02% -29,070 13F-HR Timeline Group Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 200,000 $9.09M 0.21% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 198,455 $9.02M 0.12% +4,307 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 183,980 $8.36M +14,008 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 183,335 $8.34M 0.02% -53,725 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 173,536 $7.89M 0.53% +227 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 168,124 $7.64M 0.01% +84,655 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 167,888 $7.63M <0.01% -24,484 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 $7.58M <0.01% +39,906 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 162,446 $7.39M 2.17% -1,792 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 157,424 $7.16M 0.39% -5,167 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 157,147 $7.15M 0.07% -880 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 155,372 $7.06M 0.08% +2,811 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 155,824 $6.89M <0.01% +51,405 13F-HR Timeline Group 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 144,636 $6.58M <0.01% +54,488 13F-HR Timeline Group Stanich Group LLC More: the full row for Stanich Group LLC 141,849 $6.45M 4.92% +5,181 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 132,209 $6.01M 3.17% -6,035 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 127,953 $5.82M 0.42% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 127,754 $5.81M <0.01% +17,856 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 127,246 $5.79M 0.03% +10,748 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 125,952 $5.67M 0.01% -13,904 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 123,954 $5.64M 0.01% +5,580 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 121,367 $5.52M 0.14% -9,147 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 115,684 $5.26M 0.02% +32,431 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 112,698 $5.12M 0.02% +1,361 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 111,059 $5.05M 0.04% -2,602 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 109,765 $4.99M 0.35% -5,075 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 107,240 $4.88M 0.01% -10,319 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 107,136 $4.87M 0.11% -7,213 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. 105,070 $4.78M 0.01% -7,300 13F-HR/A Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 104,434 $4.75M 0.16% -3,914 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 101,318 $4.61M 0.01% -7,347 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 100,117 $4.55M 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 97,881 $4.45M 0.08% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 96,890 $4.41M 0.01% +15,474 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 94,638 $4.3M 0.85% -345 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,122 $4.1M 0.01% +3,682 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 89,925 $4.09M 0.02% +9,568 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 87,413 $3.97M 0.01% -287,431 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 71,387 $3.64M 0.05% -148 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 79,400 $3.61M 1.3% +39,025 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 79,381 $3.61M 1.11% +41,162 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 77,278 $3.51M 0.13% -9,430 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 78,626 $3.47M <0.01% +23,768 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 76,300 $3.47M 0.01% +67,400 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 74,218 $3.37M 2.79% +4,956 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 74,136 $3.37M 0.53% +6,235 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 74,101 $3.37M <0.01% +5,949 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,117 $3.28M 0.01% -1,417 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,602 $3.2M 0.01% +41,823 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 69,274 $3.15M 1.37% -8,115 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 66,336 $3.02M 0.01% -212 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 65,257 $2.97M 0.08% +5,180 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 64,723 $2.94M 0.06% 0 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 63,813 $2.9M 0.33% +7,401 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 63,153 $2.87M 0.05% +2,357 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 63,089 $2.87M 0.09% 0 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 61,790 $2.81M 0.04% -223 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,423 $2.79M <0.01% -156 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 61,367 $2.79M 0.23% +422 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 61,251 $2.79M 0.04% -11,625 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 60,711 $2.76M 1.06% -479 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 59,935 $2.73M 1.15% +5,724 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59,337 $2.7M 0.04% +2,668 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,021 $2.68M 0.01% -366 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 58,943 $2.68M 0.23% -4,160 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 57,159 $2.6M 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 55,821 $2.54M 0.02% -528 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 54,996 $2.5M 0.31% -4,471 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 54,665 $2.49M 0.02% -21,716 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 54,045 $2.46M 1.3% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 53,615 $2.44M 0.01% -931 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 53,260 $2.42M 0.07% +10,907 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 53,058 $2.41M 0.02% +365 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 52,753 $2.4M 0.01% -5,729 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 52,708 $2.4M 0.32% +99 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 52,697 $2.4M 1.66% +8,296 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 52,619 $2.39M 0.01% +16,152 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 51,356 $2.34M 0.38% +1,192 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 45,597 $2.31M 0.69% -333 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50,197 $2.3M 0.02% +14,472 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 47,363 $2.15M 0.1% +10,606 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 46,120 $2.1M 0.03% +996 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 44,999 $2.05M 0.01% +3,847 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 40,089 $2.04M 0.28% -909 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 45,897 $2.03M 0.19% 0 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 43,796 $2.01M 0.32% +444 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 43,918 $2M +5,387 Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 43,732 $1.99M 0.11% -148,589 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,598 $1.97M 0.01% -5,984 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 43,118 $1.96M 0.16% -752 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 42,586 $1.94M 1.04% -2,866 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 42,430 $1.93M 1.52% -2,025 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 42,345 $1.93M 0.06% -926 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 41,918 $1.91M 0.07% +1,835 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 41,564 $1.89M 0.02% +2,963 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 41,432 $1.88M 1% +1,404 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 40,318 $1.83M 0.22% +3,728 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 39,590 $1.8M <0.01% +3,072 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,566 $1.8M 0.01% +5,545 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 39,451 $1.79M <0.01% +2,838 13F-HR Timeline Group Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 39,191 $1.78M 1.48% -2,399 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 38,950 $1.77M 0.19% +4,090 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,711 $1.76M 0.01% +24,353 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 37,705 $1.71M 1.65% -471 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 37,669 $1.71M <0.01% +259 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 37,325 $1.7M 0.23% -3,325 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 37,324 $1.7M 0.02% -2,889 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 36,483 $1.66M 0.04% +1,602 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 36,340 $1.65M 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 36,181 $1.64M 0.02% -753 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,826 $1.63M 0.03% +856 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 35,823 $1.63M 0.13% +5,421 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 34,980 $1.59M 0.03% +16,330 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,862 $1.59M <0.01% -22,183 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,621 $1.57M 0.03% +10,456 13F-HR/A Timeline eCIO, Inc. More: the full row for eCIO, Inc. 34,286 $1.56M 0.68% +17,948 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 34,055 $1.55M 0.46% -770 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,943 $1.54M 0.01% -254 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 33,899 $1.54M 0.14% -103 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 33,333 $1.52M 0.04% +185 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 33,299 $1.51M 0.5% -5,521 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,855 $1.49M 0.17% +218 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 31,874 $1.45M 0.07% -890 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 31,638 $1.44M 0.04% +15,499 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 31,430 $1.43M 0.04% -270,785 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 31,156 $1.42M 0.92% -306 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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