LPL Financial LLC More: the full row for LPL Financial LLC 854,869 $20.8M 0.01% +96,614 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 737,234 $17.9M 0.85% +198,444 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 313,807 $7.64M 2.4% +33,097 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 232,929 $5.67M 2.42% +232,929 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 188,710 $4.59M 0.02% +14 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for Vontobel Holding Ltd. 45,469 $1.11M <0.01% +22,539 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 38,231 $930K 0.08% +1,090 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 37,946 $923K 0.26% -347 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 36,550 $889K 0.26% +2,900 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 32,817 $799K 0.66% 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 32,678 $795K 0.66% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 29,564 $719K 0.72% +1,163 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,127 $709K <0.01% -45,405 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,272 $664K <0.01% -34 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 25,344 $617K <0.01% +3,024 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,521 $597K <0.01% -700 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 23,898 $582K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,765 $578K <0.01% +1,006 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 21,578 $525K <0.01% +214 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,353 $520K 0.02% new 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/ 21,097 $513K <0.01% +41 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,260 $444K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,372 $423K 0.04% +518 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 16,579 $403K 0.25% +3,500 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 16,005 $389K 0.03% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 15,864 $386K 0.27% +27 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 14,636 $356K 0.12% -625 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,485 $352K 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 14,463 $352K <0.01% -226 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 14,333 $349K <0.01% -8,807 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,251 $347K <0.01% +254 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 13,569 $330K 0.07% +1,203 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,405 $326K <0.01% +311 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,167 $320K 0.16% +465 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13,000 $316K 0.02% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 12,648 $308K 0.16% 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 12,066 $294K 0.26% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,902 $290K 0.02% -2,046 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,406 $278K <0.01% -4,060 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,390 $277K 0.1% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 11,332 $276K 0.05% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,240 $274K <0.01% 0 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 11,152 $271K 0.04% -360 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,458 $255K 0.12% +56 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 9,887 $241K 0.09% -2,121 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,719 $237K 0.02% +40 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,298 $226K <0.01% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,235 $225K 0.03% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 9,100 $221K 0.07% +800 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,844 $215K <0.01% +12 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,723 $212K <0.01% +143 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,250 $201K 0.09% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,520 $183K 0.02% -1,374 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 $146K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,290 $129K <0.01% +250 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,696 $114K 0.01% -267 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,147 $101K <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 2,593 $63K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,116 $51.5K <0.01% 0 13F-HR/A Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,750 $42.6K 0.01% +390 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,300 $31.6K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,206 $29.3K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 598 $14.6K 0.01% +98 13F-HR/A 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 $9.73K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 326 $7.93K <0.01% -18 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 259 $6.3K <0.01% +13 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 164 $3.99K <0.01% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $2.43K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 84 $2.04K <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 1 $27 <0.01% +1 13F-HR Timeline Group