FMR LLC in group FMR LLC More: the full row for FMR LLC 2,622,321 $118M 0.01% +264,590 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,225,333 $100M 0.24% +25,258 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,017,751 $91M 0.01% -24,867 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,780,747 $80.3M 0.16% +33,569 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,754,263 $79.1M 0.01% -28,831 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,473,334 $66.4M 0.05% -25,689 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,252,351 $56.5M 0.01% -70,746 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 880,000 $39.7M 0.12% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 868,826 $39.2M 0.44% -24,519 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 711,266 $32.1M <0.01% +56,500 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 678,999 $30.6M 0.1% -2,932 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 634,691 $28.6M 0.23% +10,756 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 584,513 $26.3M 0.01% -496,993 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 562,960 $25.4M 0.02% +20,687 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 501,263 $22.6M <0.01% +36,083 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 497,407 $22.5M 0.01% -35,143 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 463,884 $20.9M 0.08% -9,041 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 451,955 $20.4M <0.01% -5,807 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 445,159 $20.1M 0.02% +12,888 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. 316,432 $14.3M 0.01% +111,559 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 302,109 $13.6M 0.76% -20,602 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 301,505 $13.6M 0.48% -2,730 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 298,124 $13.4M 0.02% +217 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 283,055 $12.8M 0.02% -108,457 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 279,663 $12.6M 0.15% -3,764 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 267,417 $12.1M 0.24% +6,496 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 257,514 $11.6M <0.01% +7,933 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 257,218 $11.6M 1.09% +9,925 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 208,439 $9.4M 0.14% -374,939 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 200,496 $9.02M 0.28% -55,266 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 183,102 $8.25M 0.18% -3,373 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 181,763 $8.19M 0.02% -43,717 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 173,750 $7.83M 0.16% +17,011 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 147,982 $6.67M 0.18% -13,925 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 146,229 $6.59M 0.01% +2,350 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 142,871 $6.44M 0.46% +2,169 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 142,035 $6.4M 0.48% -16,855 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 140,391 $6.33M 0.01% +6,115 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 139,060 $6.27M <0.01% -152,027 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 137,858 $6.21M <0.01% +15,953 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 137,012 $6.18M 0.04% +17,420 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 130,087 $5.86M 0.04% -4,484 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 129,135 $5.85M 0.01% +4,216 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 122,367 $5.52M 3.38% +3,142 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 121,753 $5.49M 0.87% +2,428 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 120,527 $5.43M 0.71% -11,291 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 118,331 $5.33M 0.01% -64,249 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 114,585 $5.17M 0.07% +485 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 110,876 $5M 0.07% -15 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 109,392 $4.93M 0.05% -213 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 109,292 $4.93M 0.41% -197 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 99,549 $4.48M <0.01% +10,641 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 98,098 $4.42M 0.01% +11,850 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 97,434 $4.39M 1.72% +972 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 91,989 $4.15M 0.32% +2,824 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,461 $3.99M 0.01% +18,276 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 85,516 $3.86M 2.38% -1,170 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 77,389 $3.48M 0.08% +6,286 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 75,691 $3.41M 0.08% -428 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 73,883 $3.33M 0.28% +1,351 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 73,292 $3.3M 0.8% -762 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 72,635 $3.27M 1.22% +5,295 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 72,417 $3.26M 0.4% -5,135 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 70,941 $3.2M 0.05% -31,698 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 69,159 $3.12M 0.05% -535 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 68,684 $3.1M 0.18% -116 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 68,462 $3.09M 0.95% -30,810 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 68,149 $3.07M 1.19% +10,172 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 64,576 $2.91M 0.12% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 64,431 $2.91M +8,893 Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 63,112 $2.85M 0.5% -925 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 62,623 $2.82M 0.03% +165 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,550 $2.82M <0.01% -1,961 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 62,112 $2.79M <0.01% +20,005 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 61,787 $2.79M 0.08% -2,095 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 61,593 $2.78M 1.53% -4,868 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 60,485 $2.73M 0.05% +313 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 59,873 $2.7M <0.01% +3,913 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 59,512 $2.68M 0.02% +42,347 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 58,278 $2.63M 1.39% +83 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 58,090 $2.62M 0.21% -2,438 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 57,490 $2.59M 0.87% -2,199 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $2.53M 1.1% -54,826 13F-HR Timeline Amount filed as zero, left out of ratios. CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 53,441 $2.41M <0.01% new 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 52,914 $2.39M 0.43% -1,542 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 50,346 $2.27M 0.07% +3,010 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 50,245 $2.27M 0.18% -1,680 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,295 $2.22M <0.01% new 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 48,819 $2.2M 0.2% +6,907 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 48,342 $2.18M 0.05% +18,343 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 46,955 $2.12M 0.22% +2,757 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 46,103 $2.08M 0.14% +248 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45,619 $2.06M 0.01% +11 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 45,011 $2.03M <0.01% -1,507 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 42,954 $1.94M 0.01% +32,807 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 42,197 $1.9M 0.13% -1,163 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 41,742 $1.88M 0.04% +420 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 39,262 $1.77M 0.41% -1,378 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,649 $1.74M <0.01% -5,732 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 36,699 $1.69M 0.04% +82 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 35,832 $1.62M 0.34% +19,116 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,309 $1.55M 0.03% +2,740 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 33,842 $1.53M <0.01% +5,197 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 33,502 $1.51M 0.02% +313 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 33,105 $1.49M 0.74% -242 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 33,011 $1.49M 0.66% +9,184 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 31,852 $1.44M 0.01% -1,031 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,201 $1.43M 0.02% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 31,105 $1.4M 0.34% -682 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 30,950 $1.4M 0.04% new 13F-HR Timeline Group A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 30,755 $1.39M 0.68% +685 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,639 $1.38M 0.01% +56 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,294 $1.32M 0.27% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 29,121 $1.31M 0.28% +223 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 28,976 $1.31M 0.07% -1,005 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28,587 $1.29M 0.21% -649 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,540 $1.29M <0.01% +6,494 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 28,141 $1.27M 0.16% +869 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 27,497 $1.24M <0.01% +1,798 13F-HR/A Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 26,734 $1.21M 0.49% +983 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 26,352 $1.19M 0.15% +1,461 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,949 $1.17M <0.01% -1,355 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25,913 $1.17M <0.01% +1,344 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25,645 $1.16M 0.25% +1,494 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,488 $1.15M 0.01% -549 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,233 $1.14M <0.01% +267 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 24,439 $1.1M 0.16% -6 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 24,023 $1.08M 0.78% +200 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,996 $1.08M 0.06% +4,000 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 23,876 $1.08M <0.01% -600 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 23,874 $1.08M 0.08% +163 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 23,160 $1.04M 0.09% -3,052 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 23,035 $1.04M 0.4% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 22,971 $1.04M 0.33% +275 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 22,881 $1.03M 0.01% +1,841 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 22,709 $1.02M 0.05% -101 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 22,674 $1.02M 0.21% +866 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,594 $1.02M <0.01% -778 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 22,066 $995K 0.18% -875 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,962 $990K 0.11% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,763 $981K 0.02% +400 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 21,139 $953K 0.08% -10,589 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 21,065 $950K 0.11% +714 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,063 $950K -5 Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 21,024 $948K 0.53% +1,153 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 20,606 $929K 0.45% +511 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,604 $929K 0.03% -54 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 19,455 $877K 0.08% +54 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,088 $860K <0.01% -986 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 19,080 $860K 0.14% +2,690 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,806 $848K <0.01% -535 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,190 $820K 0.03% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 18,083 $815K 0.16% -1,292 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,907 $807K 0.59% +133 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,699 $798K 0.01% -1,171 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 17,567 $793K 0.03% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 17,522 $790K 0.03% -1,025 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,450 $787K 0.01% -1,876 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 17,387 $784K 0.51% -56 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 17,178 $774K 0.45% +24 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 17,050 $769K 0.09% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 16,881 $761K 0.23% +544 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 16,618 $752K 0.03% -2,617 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,666 $751K 0.02% -387 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 16,575 $747K 0.47% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 16,490 $743K 0.21% -249 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,037 $723K <0.01% -556 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,631 $705K 0.04% +344 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,467 $698K 0.01% +4,442 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 15,384 $693K 0.27% -72 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 16,145 $667K 0.03% 0 13F-HR Timeline American Trust More: the full row for American Trust 14,656 $661K 0.06% +636 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 14,463 $652K 0.19% +6,143 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 14,360 $647K 0.11% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,215 $641K <0.01% -1,219 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14,168 $639K 0.17% -7,523 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,069 $634K 0.02% -1,027 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,733 $619K 0.1% -322 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,676 $616K -260 Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 13,444 $606K 0.12% +488 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,145 $593K <0.01% +1,393 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) 13,044 $588K 0.02% +13,043 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,004 $586K 0.06% -75 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,993 $586K 0.09% -3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 12,905 $582K 0.05% +1,300 13F-HR Timeline Financial Futures Ltd Liability Co. 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