STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 6,029,648 $300M 0.01% -108,865 13F-HR Timeline Group 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 1,593,539 $79.2M 0.01% +47,028 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/ 1,569,638 $78M 0.01% -371 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 739,570 $36.8M 0.16% -9,459 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 618,775 $30.8M 1.89% +25,144 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 568,290 $28.2M 0.01% +209,652 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 507,082 $25.2M <0.01% +6,741 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 471,704 $23.4M 0.01% -10,951 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 396,342 $19.7M <0.01% -29,103 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 305,084 $15.2M 0.02% -3,433 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 282,843 $14.1M 0.26% +1,334 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 268,246 $13.3M <0.01% +40,205 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 237,463 $11.8M 0.01% +11,439 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 218,126 $11M <0.01% +4,798 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 212,429 $10.6M 0.01% +565 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 197,929 $9.84M 0.1% -6,144 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 153,219 $7.62M 0.21% +1,526 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 145,643 $7.24M 3.99% -1,728 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 133,745 $6.65M 1.8% 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 131,163 $6.52M 4.04% +2,722 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 116,451 $5.79M 2.14% -1,362 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 105,432 $5.24M 0.06% -223 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 103,511 $5.15M 0.18% -2,208 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 103,257 $5.13M <0.01% -3,434 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 102,355 $5.09M 0.01% +6,138 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 96,038 $4.77M 0.23% +694 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 94,538 $4.7M 0.23% +2,664 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 91,936 $4.69M 0.86% -1,273 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 89,554 $4.45M 0.19% +893 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,164 $4.33M 0.01% +5,729 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 83,132 $4.18M 0.22% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 80,259 $3.99M 0.02% +2,538 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 72,840 $3.62M 0.02% -1,723 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 70,138 $3.49M <0.01% +416 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 69,784 $3.47M <0.01% +277 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 67,316 $3.35M 0.01% +24,804 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 65,997 $3.28M 0.02% +1,696 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 63,134 $3.14M 0.15% -3,078 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 59,277 $2.95M <0.01% -2,741 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 55,826 $2.78M 0.01% +8,182 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 55,783 $2.77M 0.17% -900 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 54,995 $2.73M <0.01% -4,763 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 54,249 $2.7M <0.01% -518 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 53,317 $2.65M 0.14% +2,254 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 47,107 $2.34M 0.72% +612 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 45,668 $2.27M 0.24% -1,447 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 42,319 $2.1M 0.07% +3,702 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 39,817 $1.98M 0.19% +468 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 39,652 $1.97M 0.03% +837 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 38,733 $1.93M 1.03% +3,471 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 36,881 $1.83M <0.01% -1,350 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 38,044 $1.82M 0.01% +18,843 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,871 $1.78M <0.01% +9,093 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,291 $1.75M <0.01% -587 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 31,371 $1.56M <0.01% -2,431 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 30,925 $1.54M 0.35% +2,505 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 28,975 $1.44M 0.18% -1,926 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 28,747 $1.43M <0.01% -16,751 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 26,372 $1.31M 0.13% +231 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 26,089 $1.3M 0.29% +95 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 25,858 $1.29M 0.01% +2,471 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 25,270 $1.26M 0.04% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 24,568 $1.22M +371 Timeline WLTH Capital Management, LLC More: the full row for WLTH Capital Management, LLC 24,417 $1.21M 0.78% -70,907 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,449 $1.17M 0.08% +944 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 23,237 $1.16M 0.27% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 22,494 $1.12M 0.11% -711 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,007 $1.09M 0.03% -105 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 21,701 $1.08M 0.03% +814 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,882 $1.04M 0.02% +47 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 20,802 $1.03M <0.01% -640 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 20,454 $1.02M 0.21% +728 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 20,050 $997K 0.43% +21 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,425 $966K 0.01% +961 13F-HR Timeline Group ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 19,203 $955K 0.82% +3,996 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,246 $866K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,326 $861K <0.01% +4,035 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 18,330 $839K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 16,202 $805K <0.01% -535 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,740 $782K <0.01% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 15,076 $749K 0.05% -656 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 14,701 $731K 0.09% -221 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,191 $705K 0.2% -272 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,794 $700K 0.01% -600 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 13,678 $680K 0.26% +61 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 13,635 $678K 0.08% -849 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,303 $661K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,650 $629K <0.01% -634 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 12,493 $621K 0.14% +708 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,528 $573K 0.01% +1,609 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 10,961 $545K 0.16% +14 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,344 $514K <0.01% +3,033 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,125 $503K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,060 $500K 0.02% -727 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,053 $500K 0.01% +1,468 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,255 $460K 0.02% +493 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,169 $456K <0.01% +344 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 9,157 $455K 0.24% +93 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,561 $426K 0.29% +2,138 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,414 $418K 0.16% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,012 $398K <0.01% +7,981 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 7,493 $372K 0.1% +371 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 7,378 $367K 0.08% -796 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,132 $355K <0.01% +374 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 7,000 $348K <0.01% 0 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 6,467 $321K 0.09% -565 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 6,467 $321K 0.02% 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,131 $308K 0.01% -73 13F-HR Timeline Group PCB Capital LLC More: the full row for PCB Capital LLC 6,115 $304K 0.37% +1,123 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,859 $291K 0.01% -513 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,700 $283K <0.01% +775 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,614 $279K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,436 $274K <0.01% +1,258 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 5,494 $273K 0.13% -3,380 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,460 $271K 0.02% +211 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,445 $271K 0.01% +273 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 5,372 $267K 0.04% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,360 $266K 0.03% -125 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,310 $264K 0.1% -635 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,236 $260K 0.03% -112 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,197 $258K <0.01% -176 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 4,906 $244K 0.08% -29 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,854 $241K 0.07% +34 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,743 $236K 0.11% -202 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,563 $227K <0.01% -1,081 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,499 $224K 0.03% +33 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 4,246 $211K 0.15% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,201 $209K <0.01% +356 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,099 $204K <0.01% +3,927 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,086 $203K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,895 $194K 0.01% +284 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,805 $189K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,664 $182K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,570 $177K 0.01% -65 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 3,091 $154K 0.03% +1,571 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,965 $147K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,743 $136K <0.01% +787 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,577 $128K <0.01% -228 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,571 $128K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,554 $127K <0.01% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,387 $119K 0.08% -22 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,995 $99.2K <0.01% -754 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,970 $97.9K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,827 $90.8K 0.03% -105 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,594 $79.3K <0.01% +38 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,591 $79.1K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,497 $74.4K <0.01% +1,452 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,382 $68.7K <0.01% +12 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,255 $62.4K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,221 $61.5K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,126 $56K <0.01% +485 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 953 $47.4K <0.01% -694 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 940 $46.7K <0.01% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 900 $44.7K 0.02% 0 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 847 $42.1K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 732 $36.4K <0.01% -34,666 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 705 $35K <0.01% +435 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 534 $26.5K <0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 397 $19K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 392 $19K <0.01% -299 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 361 $17.9K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 355 $17.7K 0.01% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 346 $17.2K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 332 $16.5K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 327 $16.3K 0.01% +3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 300 $14.9K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 287 $14.3K <0.01% -543 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 215 $10.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 205 $10.2K <0.01% -40 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 200 $9.94K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 200 $9.94K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 180 $8.95K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 166 $8.25K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 162 $8.05K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 156 $7.75K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 151 $7.51K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 139 $6.91K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 139 $6.91K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 120 $5.96K <0.01% -105 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 90 $4.49K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 88 $4.37K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 87 $4.33K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 83 $4.13K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 81 $4.03K <0.01% new 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 81 $4.03K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 79 $4K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 78 $3.88K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 78 $3.88K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 70 $3.48K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68 $3.4K <0.01% -3,007 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 66 $3.28K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 62 $3.08K <0.01% +30 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 62 $3.08K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 62 $3.08K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 53 $2.63K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 43 $2.14K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 38 $1.89K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 33 $1.64K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $1.49K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27 $1.34K <0.01% -72 13F-HR Timeline