LPL Financial LLC More: the full row for LPL Financial LLC 628,337 $15.1M 0.01% +37,360 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 512,742 $12.3M 0.79% +55,065 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 215,050 $5.16M 2.23% +35,884 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 187,602 $4.51M 0.01% +19,734 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 181,312 $4.36M 0.02% -7,029 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 76,795 $1.85M <0.01% -1,255 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 60,014 $1.44M 0.41% +4,339 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,878 $1.06M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 43,732 $1.05M <0.01% +16,089 13F-HR/A Timeline Group Clean Yield Group More: the full row for Clean Yield Group 39,561 $952K 0.31% -2,650 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 35,159 $846K 0.08% +138 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 29,150 $701K 0.24% +700 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 28,523 $686K 0.75% +917 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,880 $623K <0.01% -653 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,146 $605K <0.01% 0 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,633 $593K 0.01% +13,425 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,439 $564K <0.01% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 22,930 $552K <0.01% -3,837 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,682 $498K <0.01% -1,507 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/ 18,993 $457K <0.01% +4,493 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,260 $439K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,865 $406K 0.06% +250 13F-HR/A Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 15,812 $380K 0.16% +643 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 15,738 $379K 0.07% +2,435 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,981 $360K <0.01% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,485 $349K 0.05% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,319 $345K <0.01% +388 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 14,192 $341K 0.17% -3,905 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13,850 $333K 0.02% +50 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,656 $329K <0.01% +1,852 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 13,556 $326K 0.26% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,521 $325K 0.02% +336 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,916 $311K <0.01% +64 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,495 $300K 0.14% +6 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,836 $285K <0.01% +1,235 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 11,575 $279K 0.04% -2,011 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 11,566 $278K <0.01% +849 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,038 $266K 0.14% -721 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,455 $252K 0.14% +41 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,709 $234K <0.01% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,235 $222K 0.03% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,016 $217K 0.02% +9 13F-HR/A Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,250 $199K 0.11% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,258 $175K 0.04% -3,147 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 $144K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,978 $120K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,498 $108K <0.01% +311 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,140 $99.6K <0.01% +1 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,710 $65K <0.01% -157 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,700 $65K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,115 $50.9K <0.01% +198 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,050 $49.3K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,206 $29K 0.01% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 818 $20K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 710 $17.1K 0.02% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 525 $12.6K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 430 $10.3K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 344 $8.27K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 211 $5.08K <0.01% new 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 Allworth Financial LP More: the full row for Allworth Financial LP 84 $2.01K <0.01% -645 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $7 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.