BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,831,944 $494M 0.03% +6,767,095 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,485,042 $195M 0.01% +246,254 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,151,372 $120M 0.01% +44,262 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,776,129 $99.3M 0.17% -13,137 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,709,736 $95.1M -58,295 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,590,035 $88.9M 0.05% +21,753 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,159,635 $64.9M 0.01% +1,733 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 853,551 $47.7M 0.52% -668 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 804,008 $45M 0.13% +182,396 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 800,000 $44.7M 0.15% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 677,361 $37.9M <0.01% -66,476 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 674,301 $37.7M 0.01% -47,132 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 639,445 $35.8M 0.23% -1,804 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 621,438 $34.8M 0.02% +13,185 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 537,216 $30M 0.01% -7,169 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 536,025 $30M <0.01% +22,324 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 506,211 $28.3M 0.01% +75,472 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 472,415 $26.7M 0.01% -9,427 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 457,065 $25.6M 0.77% -15,337 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 450,960 $25.2M 0.02% -2,378 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. 391,008 $21.9M 0.01% +9,136 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 346,255 $19.4M 0.02% +16,518 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 302,150 $16.9M 0.73% +2,959 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 296,359 $16.6M 0.02% -11,648 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 288,299 $16.1M 0.17% +922 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 277,449 $15.5M 0.05% -184,083 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 277,437 $15.5M 1.23% -5,704 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 265,479 $14.8M 0.07% +3,451 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 260,272 $14.6M 0.21% -2,256 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 253,060 $14.2M 0.05% +29,177 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 187,229 $10.5M <0.01% +39,313 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 184,723 $10.3M 0.01% +2,678 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 182,420 $10.2M <0.01% +26,850 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 176,748 $9.89M 0.2% -2,950 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 172,992 $9.68M 0.12% +6,490 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 167,157 $9.36M 0.11% -9,644 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 165,549 $9.26M 0.01% +49,635 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 163,115 $9.02M <0.01% +24,731 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 144,770 $8.1M 0.01% -6,207 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 144,256 $8.07M 0.49% -350 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 137,768 $7.71M 0.11% -629 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 136,226 $7.62M 1.02% +4,430 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 135,264 $7.57M 4.76% +4,956 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 133,598 $7.47M 0.17% -8,693 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 123,856 $6.93M 0.06% +11,679 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,898 $6.87M 0.02% -55,151 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 119,435 $6.68M 0.01% +6,641 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 114,627 $6.41M 0.69% -4,686 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 107,264 $6M 0.4% +3,272 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 107,246 $6M 0.07% +1,386 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 109,623 $5.96M 0.08% +2,155 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 105,918 $5.92M 0.04% -37,601 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 101,057 $5.65M 1.98% +1,541 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 100,267 $5.61M 4.59% +1,254 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 100,207 $5.6M 0.09% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,425 $5.45M 0.01% +1,362 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 88,490 $4.95M <0.01% +27,888 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 87,222 $4.88M 0.01% -10,388 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 86,947 $4.86M 1.94% +6,677 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 87,783 $4.8M 0.01% -1,216 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 85,136 $4.76M 0.29% +7,775 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99,939 $4.7M 0.17% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 81,844 $4.58M 0.06% +4,422 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 81,801 $4.58M 0.51% +2,972 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 78,608 $4.4M 0.01% +3,569 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 76,149 $4.26M 1.45% +8,860 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 75,253 $4.21M 0.06% +2,804 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 74,792 $4.18M 1.34% -5,603 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 73,506 $4.11M 0.01% -44 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 69,636 $3.89M +6,080 Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 69,298 $3.88M 0.78% -1,646 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 69,345 $3.84M <0.01% +6,811 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 68,007 $3.8M <0.01% +16,138 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 64,576 $3.61M 0.13% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 64,571 $3.61M 1.01% -4,439 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 62,122 $3.47M 0.86% +45,262 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 61,796 $3.46M 0.04% -2,471 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 61,685 $3.45M 0.05% -343 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 61,433 $3.44M 0.86% +39,611 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,131 $3.36M 0.01% +33,822 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 59,532 $3.33M 0.03% -77,527 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 58,976 $3.3M 1.46% +623 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 58,940 $3.3M 0.08% +163 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 58,779 $3.29M 0.38% -1,627 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 54,843 $3.07M 0.21% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 53,342 $2.98M 0.03% -6,200 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 52,825 $2.95M 0.48% -192 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 48,716 $2.72M 0.07% -1,840 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 48,703 $2.72M 0.83% -1,868 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 48,327 $2.7M 0.21% -595 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 47,848 $2.68M <0.01% +1,032 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 47,481 $2.66M 0.06% +360 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 47,200 $2.64M <0.01% +817 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 46,902 $2.62M 0.27% +7,105 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 46,809 $2.62M 1.2% +3,511 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 46,335 $2.59M 0.01% +1,169 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 46,334 $2.59M 0.14% +1,182 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 45,383 $2.54M 0.03% -9,201 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 44,855 $2.51M 0.21% -453 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 43,620 $2.44M 0.76% +799 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 42,373 $2.37M 0.98% -1,508 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 41,792 $2.34M 0.04% +3,997 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,343 $2.26M 0.06% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 40,077 $2.24M 0.14% -2,836 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 37,727 $2.11M 0.03% +2,608 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 36,849 $2.06M 0.03% +6,825 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 36,835 $2.06M 0.08% +9,587 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 35,993 $2.01M 0.09% -559 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 36,553 $1.97M 0.04% -178 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 34,121 $1.91M 1.02% -409 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,096 $1.91M 0.01% -708 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,861 $1.89M 0.01% -6,081 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,374 $1.87M <0.01% +9,959 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 32,613 $1.82M 0.2% +5,853 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 38,224 $1.8M 0.05% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 31,336 $1.75M 0.01% +2,093 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 31,010 $1.73M 0.02% +286 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 30,918 $1.73M 0.32% 0 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 30,811 $1.72M 1.26% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,589 $1.71M 0.01% -2,573 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,306 $1.7M 0.04% -6,041 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 31,406 $1.69M +14,515 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 29,909 $1.67M <0.01% +3,166 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 29,597 $1.66M 0.02% +1,526 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,579 $1.65M 0.01% -335 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,516 $1.65M 0.25% -103 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 29,235 $1.64M 0.71% -1,051 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 28,631 $1.6M 0.1% -335 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 28,527 $1.6M 0.58% -205 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 28,444 $1.59M 0.32% -1,205 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 27,989 $1.57M 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 27,947 $1.56M 0.01% +2,466 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 27,866 $1.56M 0.19% +4,694 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 27,681 $1.55M 1.26% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 27,573 $1.54M 0.29% +3,116 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 26,808 $1.5M 0.16% -6 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,702 $1.49M <0.01% +1,012 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 26,669 $1.49M 1% +381 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 26,489 $1.48M 0.51% -1,515 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 26,044 $1.46M 0.03% +5,986 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,827 $1.44M <0.01% +7,186 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 25,595 $1.43M 0.69% -1,957 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24,773 $1.39M 0.2% -1,065 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 24,749 $1.38M 0.04% +4,479 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 24,557 $1.37M 0.05% +898 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 24,510 $1.37M 0.09% -1,356 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,335 $1.36M 0.04% +4,100 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 22,815 $1.28M 0.4% +13 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,496 $1.26M 0.06% -1,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,179 $1.24M 0.01% +5,112 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,962 $1.23M 0.11% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 21,909 $1.23M 0.49% -154 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 21,893 $1.22M 0.23% -738 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 21,143 $1.18M 0.03% 0 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 20,734 $1.16M 0.62% +3,096 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,730 $1.16M 0.03% -764 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 20,611 $1.15M 0.11% -512 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 19,838 $1.11M 0.46% +70 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,370 $1.08M <0.01% -226 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 19,337 $1.08M <0.01% +684 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,079 $1.07M <0.01% +9,719 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,874 $1.06M 0.08% -850 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 18,625 $1.04M 0.15% -394 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 18,601 $1.04M <0.01% +3,131 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 18,131 $1.01M 0.16% -49 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 17,815 $996K 0.07% -707 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,721 $991K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,711 $991K <0.01% +13,316 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,694 $990K 0.01% +20 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,555 $982K 0.01% -1,489 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,485 $978K 0.04% -185 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 17,434 $975K 0.06% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,084 $956K 0.01% +265 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,851 $942K 0.02% -5,213 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,564 $926K <0.01% +1,868 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 16,545 $925K 0.16% +3,294 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 16,415 $918K 0.5% -128 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 16,369 $916K 0.49% -1,022 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 16,277 $910K 0.12% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,950 $891K 0.04% +3,362 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 15,928 $891K 0.56% -3,457 13F-HR Timeline American Trust More: the full row for American Trust 15,818 $885K 0.07% +1,476 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 15,792 $883K <0.01% +85 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 15,722 $879K 0.04% +1,600 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 15,475 $866K 0.08% -1,375 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,357 $859K 0.01% +1,226 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 15,164 $848K 0.16% +1,030 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,088 $844K <0.01% -606 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 15,072 $843K 0.18% -154 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14,869 $831K 0.17% +1,986 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 14,658 $820K 0.04% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,426 $807K 0.05% -18 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 14,401 $805K 0.07% +4 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 14,363 $803K 0.1% -23 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,249 $797K <0.01% +452 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 14,051 $786K <0.01% new 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,871 $776K 0.01% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,627 $762K 0.09% -78 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,457 $753K <0.01% -296 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 13,277 $743K 0.16% +2,221 13F-HR Timeline