BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,855,953 $539M 0.04% -798,928 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 4,897,711 $223M +29,607 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,039,473 $90.9M 0.01% +12,257 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,897,819 $86.4M 0.02% +108,240 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,276,531 $58.1M <0.01% +43,686 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,124,050 $51.1M 0.07% +118,826 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,057,566 $48.1M +211,825 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 540,564 $24.6M 0.04% -139,359 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 521,193 $23.7M +10,008 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 505,725 $23M 0.12% +66,200 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 456,632 $20.8M 0.05% -14,956 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 438,368 $19.9M <0.01% +94,726 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 401,443 $18.3M 0.32% -7,804 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 281,255 $12.8M 0.22% -8,416 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 252,103 $11.5M 0.02% +13,994 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 250,879 $11.4M <0.01% +43,139 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 232,347 $10.6M <0.01% +4,843 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 230,946 $10.5M 0.01% -3,341 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 216,777 $9.86M 0.21% -4,585 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 195,657 $8.9M 8.1% +54,278 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 186,062 $8.47M 0.34% +5,736 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 184,190 $8.38M 0.03% -1,519 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 173,269 $7.88M 0.01% +9,882 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 167,164 $7.61M 0.01% -22,087 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 154,243 $7.02M 0.01% +33,347 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 148,558 $6.76M 1.02% +9,293 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 145,222 $6.61M 0.03% +51,322 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 142,963 $6.5M 0.18% +26,649 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 126,848 $5.77M <0.01% +11,806 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 125,123 $5.69M 0.01% +5,918 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 121,611 $5.53M <0.01% -42,590 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 109,113 $4.96M 0.01% -10,131 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 108,672 $4.94M 0.12% +107 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 107,043 $4.87M 0.05% +321 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 100,000 $4.55M 0.19% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 98,340 $4.47M 0.05% -102,888 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 95,175 $4.33M 0.02% -11,403 13F-HR/A Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 90,386 $4.11M 0.7% +1,230 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 89,316 $4.06M 1.76% +3,072 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 87,818 $4M 0.29% -5,605 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 86,444 $3.93M 0.48% -4,666 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 86,072 $3.92M 0.02% -701 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 82,473 $3.75M 0.02% +1,505 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 81,071 $3.69M 1.42% -204 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 77,485 $3.53M 1.22% -47 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 76,420 $3.48M <0.01% +30,821 13F-HR/A Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 75,616 $3.44M 1.45% +14,437 13F-HR Timeline CX Institutional More: the full row for CX Institutional 73,922 $3.36M 0.1% +4,856 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 71,441 $3.25M 0.34% +3,350 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 71,283 $3.21M 0.02% -2,238 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 69,561 $3.16M 0.12% +23,802 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 69,295 $3.15M 2.02% -17,543 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 59,741 $2.72M +873 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 59,411 $2.7M 0.02% -1,667 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 58,094 $2.64M 1.85% +409 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 54,875 $2.5M 0.2% -526 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 53,553 $2.44M <0.01% -880 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 52,803 $2.4M 0.76% +2,981 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 47,507 $2.35M 0.03% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,801 $2.27M 0.01% +2,511 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 49,698 $2.26M <0.01% +238 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 47,830 $2.18M 0.01% +252 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 47,600 $2.17M 0.19% 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 46,971 $2.14M 0.02% +1,526 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,923 $2.14M 0.01% -2,503 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 46,528 $2.12M 0.17% -231 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 45,606 $2.08M 0.03% -156 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 45,482 $2.07M 0.27% -199 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 44,205 $2.01M 0.29% -1,225 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 42,240 $1.92M 0.4% +34 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 40,110 $1.83M <0.01% +9,196 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 37,876 $1.72M 1.31% +1,737 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,964 $1.64M <0.01% -13,426 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,924 $1.64M <0.01% -383 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 33,510 $1.52M 0.1% -2,915 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 33,254 $1.51M 0.13% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 32,261 $1.47M 0.74% -76,825 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 32,087 $1.46M 0.32% +5,063 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 30,859 $1.4M 0.02% -3,286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 30,399 $1.38M 0.03% +911 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 30,229 $1.38M 0.15% +2,371 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 29,867 $1.36M 0.06% +927 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,995 $1.32M <0.01% +1,539 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 28,971 $1.32M 0.35% +690 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 28,539 $1.3M 0.28% +1,793 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,416 $1.25M 0.02% +1,747 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 27,079 $1.23M 0.34% +1,685 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,517 $1.21M 0.01% -13,499 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 26,240 $1.19M -744 Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 26,118 $1.19M 0.7% -1,131 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,634 $1.17M <0.01% -7,334 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 24,721 $1.12M 0.01% +556 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 24,569 $1.12M 0.03% -357 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 24,418 $1.11M 0.1% +235 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,719 $1.08M 0.02% +797 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,879 $1.04M 0.01% +6,169 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,815 $1M 0.01% +2,139 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,950 $953K 0.02% +2,203 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 20,801 $946K 0.1% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,762 $945K 0.03% +6,717 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 19,908 $906K 0.22% +7,774 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 19,294 $878K 0.07% +88 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,074 $875K 0.14% +978 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 19,019 $865K 0.46% +103 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 18,931 $861K 0.08% -254 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 18,717 $852K 0.45% -86 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 17,915 $815K 0.04% +299 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 17,398 $792K 0.06% -107 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,367 $790K 0.01% -1,504 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,323 $788K <0.01% -1,294 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,054 $782K 0.01% -3,936 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 16,670 $758K 0.05% +33 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,666 $758K 0.01% -100 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 16,237 $739K 0.48% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16,125 $734K 0.01% -307 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,873 $722K 0.03% -7,075 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,357 $699K 0.03% -1,139 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 15,161 $690K 0.38% +413 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 14,398 $655K 0.51% +2,605 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,119 $642K 0.08% -134 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,090 $641K <0.01% -68,226 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,870 $631K 0.03% +2,079 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,852 $630K <0.01% -116 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 13,808 $628K 0.07% +316 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,794 $628K <0.01% -270 13F-HR Timeline Group Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 13,510 $615K 0.32% +3,357 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 13,222 $602K 0.07% -6,434 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,117 $597K 0.01% -1,822 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 12,875 $586K 0.13% +221 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,662 $576K 0.01% +4,028 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,511 $575K <0.01% -721 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,530 $570K 0.03% +1,306 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 12,486 $568K 0.13% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,476 $568K 0.08% -1,447 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12,124 $552K 0.04% -77 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12,031 $552K 0.12% -713 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,023 $550K 0.02% -1,967 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,018 $547K <0.01% -218 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,990 $546K 0.01% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,981 $545K 0.04% +2,318 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,899 $541K 0.17% -1,460 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 11,836 $539K 0.24% -2,577 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,804 $537K <0.01% -849 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,658 $530K 0.02% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 11,551 $526K 0.31% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,389 $518K 0.25% -11 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 11,164 $508K 0.19% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,751 $489K 0.01% -7,616 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,719 $488K <0.01% +333 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,658 $485K 0.06% -241 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,654 $485K 0.08% -16 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 10,610 $483K 0.29% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,284 $468K 0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,267 $467K 0.02% +3 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 10,167 $463K 0.12% +63 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,531 $460K 0.01% -70 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 9,873 $449K 0.06% -14 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,612 $437K <0.01% +2,465 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,424 $429K 0.01% -428 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 9,402 $428K 0.03% -21 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 9,309 $424K 0.13% +398 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 9,246 $421K 0.34% -345 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 9,185 $418K 0.04% new 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 9,168 $417K 0.2% -347 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 8,461 $385K 0.69% -3,335 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,443 $384K 0.02% -344 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,228 $374K 0.01% -2,126 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,213 $374K 0.04% +332 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,135 $370K 0.09% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,077 $367K 0.01% +424 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,062 $367K 0.04% -4,412 13F-HR Timeline Trust Co More: the full row for Trust Co 8,033 $366K 0.03% -945 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,973 $363K <0.01% -2,580 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,884 $358K 0.21% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,799 $355K <0.01% -370 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,797 $355K <0.01% +245 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,768 $353K 0.01% +1,162 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,738 $352K 0.04% -37 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 7,705 $351K 0.25% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 7,590 $345K 0.04% -2,217 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,569 $344K 0.03% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,442 $339K <0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,440 $339K 0.04% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,362 $335K 0.07% 0 13F-HR Timeline TD Waterhouse Canada Inc. 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