LPL Financial LLC More: the full row for LPL Financial LLC 896,645 $21.5M 0.01% +41,776 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 724,904 $17.4M 0.81% -12,330 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 296,565 $7.11M 1.75% +232,596 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 264,704 $6.32M 1.32% -49,103 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 242,879 $5.82M 2.52% +9,950 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 204,233 $4.89M 0.02% +15,523 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 177,319 $4.25M 0.01% +21,945 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 130,113 $3.12M <0.01% +100,986 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 58,422 $1.4M <0.01% +10,965 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 50,060 $1.2M 0.04% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 47,933 $1.15M <0.01% -6,532 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 45,256 $1.08M <0.01% -213 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,455 $1.04M <0.01% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 42,325 $1.01M <0.01% -77,792 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 41,300 $990K 0.29% +4,750 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,199 $963K <0.01% +12,927 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 38,879 $932K 0.08% 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 34,055 $816K 0.23% -3,891 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 32,431 $777K 0.06% +16,426 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 31,466 $754K 0.59% -1,351 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 31,334 $751K 0.75% +1,770 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 28,970 $694K <0.01% +5,072 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,003 $575K <0.01% +238 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 23,487 $563K 0.33% +6,908 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,423 $561K <0.01% -1,098 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,896 $549K <0.01% -2,448 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,790 $522K 0.02% +437 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 21,158 $507K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,845 $499K <0.01% +9,439 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,767 $498K 0.04% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,926 $477K <0.01% new 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 18,969 $454K 0.05% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,260 $437K 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/ 18,195 $436K <0.01% -2,902 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,637 $423K 0.05% +265 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,531 $396K 0.17% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,104 $386K <0.01% +1,853 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 15,864 $380K 0.26% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 15,105 $361K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,938 $358K <0.01% new 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 14,535 $348K 0.09% -101 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,485 $347K 0.05% 0 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 14,333 $343K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,927 $334K 0.01% +4,629 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 13,749 $329K 0.17% +1,101 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 13,599 $326K <0.01% -864 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,497 $323K <0.01% +92 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,209 $316K <0.01% -8,369 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,167 $315K 0.15% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 13,123 $314K 0.1% -446 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 12,900 $309K 0.02% -100 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,103 $290K <0.01% +863 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,970 $287K 0.01% +68 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 11,653 $278K 0.05% +321 13F-HR Timeline SAXON INTERESTS, INC. 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More: the full row for CWC Advisors, LLC. 10,460 $251K 0.12% +2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,701 $232K <0.01% +978 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,359 $224K <0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 9,324 $223K 0.1% -563 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 9,300 $223K 0.07% +200 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,043 $217K <0.01% +199 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,682 $208K <0.01% new 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 8,600 $206K 0.02% -635 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,250 $198K 0.09% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,572 $181K 0.02% +52 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 MAI Capital Management More: the full row for MAI Capital Management 5,404 $129K <0.01% +114 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,696 $113K 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 2,611 $62K <0.01% +18 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,116 $50.7K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,025 $48.3K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,865 $44.7K 0.01% +115 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,626 $38.9K <0.01% +1,300 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,300 $31.1K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,206 $29.2K 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 1,195 $28.6K <0.01% +1,194 13F-HR/A Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,031 $24.7K 0.02% +433 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 693 $16.6K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 430 $10.3K <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 $9.58K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 316 $7.57K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100 $2.4K <0.01% new 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $2.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27 $647 <0.01% new 13F-HR Timeline Group