LPL Financial LLC More: the full row for LPL Financial LLC 758,255 $18.5M 0.01% +83,372 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 538,790 $13.2M 0.68% +3,410 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 280,710 $6.85M 2.27% +38,079 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $5.32M 2.32% -214,842 13F-HR Timeline Amount filed as zero, left out of ratios. Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 188,696 $4.61M 0.02% +6,932 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 129,904 $3.17M 0.01% +7,583 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 118,819 $2.9M 0.01% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 77,308 $1.89M <0.01% +2,348 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 74,532 $1.82M <0.01% +44,621 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 47,171 $1.15M <0.01% +1,075 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 38,293 $936K 0.26% -524 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 37,141 $907K 0.08% +25 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 33,650 $822K 0.24% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 28,401 $694K 0.67% +722 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,306 $667K <0.01% +2,160 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,221 $616K <0.01% +2,166 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,898 $584K <0.01% +8,917 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 23,140 $564K 0.01% +13,176 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 22,930 $560K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,759 $556K <0.01% +12,489 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,320 $545K <0.01% +3,124 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 21,364 $522K <0.01% +20 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,056 $514K <0.01% +797 13F-HR/A Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,260 $446K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 17,034 $416K 0.07% +2,535 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,854 $412K 0.05% +277 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 15,837 $387K 0.25% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,533 $379K <0.01% +238 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,466 $378K <0.01% +1,992 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 15,261 $373K 0.13% -448 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,689 $359K <0.01% new 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,485 $354K 0.05% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,997 $342K <0.01% +852 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,948 $341K 0.02% +273 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,094 $320K <0.01% +138 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 13,079 $320K 0.21% +4,160 13F-HR/A Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13,000 $318K 0.02% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 12,702 $310K 0.15% +779 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,366 $302K 0.1% -139 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 12,008 $293K 0.12% -132 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 11,512 $281K 0.04% -3 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,390 $278K 0.11% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,240 $275K <0.01% new 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,402 $254K 0.12% -45 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,679 $236K 0.02% new 13F-HR/A Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,235 $226K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,894 $217K 0.03% +1,557 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,832 $216K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,580 $210K <0.01% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 8,300 $203K 0.07% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 8,314 $202K 0.08% -160 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,250 $202K 0.09% 0 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 $147K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,590 $137K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,040 $123K <0.01% +421 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,963 $121K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,593 $63K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,116 $51.7K <0.01% 0 13F-HR/A Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,360 $33.2K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,300 $31.8K 0.02% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,206 $29.5K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,036 $25.3K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 836 $20K <0.01% +9 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 500 $12.2K 0.01% +48 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 430 $10.5K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 400 $9.77K <0.01% -125 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 344 $8.39K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 246 $6.01K <0.01% +19 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 221 $5.4K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 132 $3.22K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $2.44K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 84 $2.05K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.