LPL Financial LLC More: the full row for LPL Financial LLC 943,898 $22.8M 0.01% +47,253 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 699,390 $16.9M 0.65% -25,514 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 355,772 $8.59M 1.89% +59,207 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 292,147 $7.05M 1.29% +27,443 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 222,770 $5.38M 0.02% +18,537 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 187,477 $4.52M 0.01% +10,158 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 58,726 $1.42M <0.01% +16,401 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 55,208 $1.33M <0.01% +7,275 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 42,126 $1.02M <0.01% -3,130 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 41,245 $995K <0.01% +1,046 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 38,092 $919K 0.08% 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,793 $864K <0.01% +14,948 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,979 $820K 0.01% +20,482 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 33,849 $817K 0.34% +2,383 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 32,824 $792K 0.03% -17,236 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 32,617 $787K 0.64% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,735 $669K <0.01% +3,732 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 24,729 $597K 0.32% +1,242 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,630 $594K <0.01% +1,207 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 24,160 $583K 0.14% -9,895 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 23,666 $571K <0.01% +770 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 22,951 $554K <0.01% +1,793 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 22,796 $550K 0.04% -9,635 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 22,065 $533K <0.01% -21,390 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,769 $525K 0.01% -21 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,407 $517K <0.01% -7,563 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,432 $493K 0.01% +6,505 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18,603 $449K 0.04% +966 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,260 $441K 0.01% 0 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/ 17,510 $423K <0.01% -685 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,222 $392K <0.01% +118 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,556 $375K <0.01% +618 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 15,057 $363K <0.01% +1,848 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 14,818 $358K 0.09% +283 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,485 $350K 0.04% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 14,352 $346K 0.16% +603 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,728 $329K <0.01% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 13,434 $324K <0.01% -899 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,385 $323K <0.01% -214 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,167 $318K 0.14% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,545 $303K 0.01% +575 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 12,400 $299K 0.02% -500 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,103 $292K <0.01% 0 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 11,770 $281K 0.03% +643 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,520 $278K 0.02% +145 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,390 $275K 0.08% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 11,215 $271K 0.04% -438 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,037 $266K <0.01% +2,355 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,787 $260K <0.01% +1,744 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,462 $253K 0.11% +2 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,325 $249K <0.01% -9,601 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 9,900 $239K 0.07% +600 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,825 $237K <0.01% +124 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 9,801 $237K 0.09% +477 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 9,570 $231K 0.08% -6,961 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,448 $228K <0.01% +89 13F-HR Timeline EQ LLC More: the full row for EQ LLC 9,087 $219K 0.05% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 8,600 $208K 0.02% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,250 $199K 0.09% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,651 $185K 0.02% +79 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,000 $145K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,028 $121K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,626 $63K <0.01% +15 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,115 $51K <0.01% -1 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,025 $48.9K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,865 $45K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,387 $33.5K 0.02% +356 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,300 $31.4K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,206 $29.1K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 693 $16.7K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 430 $10.4K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 400 $9.65K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 326 $7.87K <0.01% -1,300 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 118 $2.85K <0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $2.41K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45 $1.09K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $11 <0.01% -1,195 13F-HR Timeline Group Amount filed as zero, left out of ratios.