Betterment LLC More: the full row for Betterment LLC 11,029,685 $505M 0.85% -533,910 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/ 8,827,168 $404M 0.03% +290,754 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,815,223 $266M 0.14% +241,861 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,974,850 $136M +262,296 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,760,110 $126M -222,161 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,450,023 $112M 0.01% -693,561 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,325,206 $106M 0.03% -128,426 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,784,663 $81.7M 0.02% +157,647 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,538,717 $70.5M 0.03% -117,908 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,348,815 $61.8M 0.41% +334,008 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,173,043 $53.7M 0.01% +87,393 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,112,505 $51M <0.01% +479,864 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,028,763 $47.1M 0.44% +84,200 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,003,300 $46M 0.01% +254,995 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 973,365 $44.6M 0.05% +49,439 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 765,849 $35.1M 0.06% +14,434 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 680,591 $31.2M 0.05% -22,687 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 589,288 $27M 0.02% +19,180 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 514,739 $23.6M 0.03% +87,707 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 501,660 $23M -1,648 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 499,621 $22.9M 0.14% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 468,265 $21.4M 0.57% -8,174 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 449,303 $20.6M 2.14% +9,308 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 416,214 $18.9M 0.52% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 394,142 $18.1M 0.21% +38,714 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 382,516 $17.5M 0.02% -36,675 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 357,460 $16.4M 0.01% +124,171 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 350,211 $16M 0.29% +30,562 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 335,216 $15.4M 0.11% +49,039 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 320,319 $14.7M 0.06% -33,471 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 285,800 $13.1M 0.03% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 271,971 $12.5M 0.16% +4,394 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 245,232 $11.2M 0.03% +21,735 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 235,362 $10.8M 0.02% +58,083 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 206,923 $9.48M 0.26% +24,745 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 202,055 $9.25M 0.01% +21,121 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 201,233 $9.22M 0.01% +52,031 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 190,199 $8.71M 0.01% -19,283 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 187,562 $8.59M 0.04% +69,705 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 175,357 $8.03M 0.78% +6,615 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 174,969 $8.01M <0.01% +76,793 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 170,695 $7.82M 0.74% -12,642 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 154,646 $7.08M 0.11% -8,426 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 154,027 $7.05M 1.13% +16,444 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 153,591 $7.03M 0.35% -750 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 149,733 $6.86M 0.7% -242 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 147,924 $6.77M 0.03% +2,231 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 139,786 $6.4M 0.01% +2,484 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 133,649 $6.12M 0.04% +2,702 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 124,708 $5.71M 0.06% +11,580 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 122,441 $5.61M <0.01% -27,879 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 117,063 $5.36M 0.03% -3,707 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 116,324 $5.33M 0.05% -4,906 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 114,540 $5.25M 0.11% +566 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 112,560 $5.16M 1.05% -561 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 111,420 $5.1M 0.01% +91,320 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 109,860 $5.03M 1.54% +18,297 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 103,847 $4.76M 0.08% +5,372 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,982 $4.39M <0.01% +27,534 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 94,240 $4.32M 0.13% +78,378 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 91,901 $4.21M 0.05% +22,853 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 91,788 $4.2M 0.62% +4,022 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 89,797 $4.11M 0.01% +1,204 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 87,482 $4.01M 0.12% +43,350 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 86,820 $3.98M 0.02% +40,100 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 86,268 $3.95M 0.15% -69,658 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 80,122 $3.67M 0.78% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 77,279 $3.54M 0.35% +4,863 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 75,517 $3.46M 0.04% +63,912 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 73,964 $3.39M 0.3% -13,185 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 72,219 $3.31M 0.02% -4,274 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 71,658 $3.28M 0.02% -2,893 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 69,306 $3.16M 0.01% -3,082 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 68,608 $3.14M 0.03% +601 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 66,957 $3.07M 0.16% +4,366 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 66,250 $3.03M 0.1% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 65,728 $3.01M 0.95% -42,117 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 63,387 $2.9M 0.04% +5,558 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 63,076 $2.89M 0.07% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 62,805 $2.88M 0.29% -12,289 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 61,160 $2.8M 1.95% -7,711 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 60,552 $2.77M 1.05% +50,918 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 60,099 $2.75M 0.63% -13,998 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 55,947 $2.56M 0.36% -13,232 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 53,344 $2.44M 0.13% +2,784 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 52,476 $2.4M 0.09% -4,741 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 51,827 $2.37M 1.6% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 50,950 $2.33M 0.86% +15,003 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 49,686 $2.28M 0.03% +4,294 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 48,237 $2.21M 0.09% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 47,417 $2.17M 0.14% +593 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 47,630 $2.16M 0.09% +16,631 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 45,615 $2.09M 0.01% +1,206 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,034 $2.01M <0.01% +6,252 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 43,631 $2M 0.57% +345 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 43,134 $1.98M 0.04% +689 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 42,619 $1.95M 0.13% -811 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 41,200 $1.89M 0.37% -13,081 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 40,439 $1.85M 0.41% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 39,997 $1.83M 0.01% +7,194 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 36,217 $1.66M 0.52% +28,222 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 35,358 $1.62M 0.34% +29,195 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 35,298 $1.62M <0.01% +4,483 13F-HR Timeline Group SWS Partners More: the full row for SWS Partners 33,631 $1.54M 0.33% +55 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,604 $1.49M 0.01% +583 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 32,498 $1.49M 0.02% +1,106 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,429 $1.49M 0.03% +10,365 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,962 $1.46M 0.02% +25,825 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 30,915 $1.41M 0.04% +4 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 30,769 $1.41M 0.01% +22,412 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 29,757 $1.36M 0.14% +1,120 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 28,695 $1.31M <0.01% +876 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 28,321 $1.3M <0.01% new 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 27,789 $1.27M 2.65% +167 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 27,545 $1.26M 0.86% +4,630 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 27,383 $1.25M 0.16% -6,576 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 26,885 $1.23M +339 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 26,664 $1.22M 0.05% +7,271 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,329 $1.21M 0.02% 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 26,322 $1.21M <0.01% -2,252 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 26,309 $1.2M 0.34% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 25,260 $1.16M 0.41% +2,160 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 25,239 $1.16M 0.32% +937 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 25,223 $1.16M 0.08% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 24,883 $1.14M 0.33% +573 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,935 $1.1M 0.09% +3,312 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,448 $1.07M 0.06% +3 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,481 $1.07M 0.02% +888 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 23,220 $1.06M 0.49% +51 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,209 $1.02M 0.01% +3,333 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 22,105 $1.01M 0.23% +418 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,029 $1.01M 0.02% -719,771 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 21,829 $1000K 0.07% -4,048 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,605 $990K <0.01% +6,280 13F-HR Timeline Group Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 21,553 $987K 0.72% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,231 $972K 0.04% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 21,189 $970K 0.05% +876 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,055 $964K <0.01% +8,457 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 21,002 $962K 0.24% +1,868 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,962 $960K 0.03% +3,287 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,937 $959K 0.15% -15,285 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,858 $955K 0.01% -60 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20,417 $935K 0.39% new 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 20,155 $923K 0.52% +702 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,810 $907K <0.01% -9,290 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,464 $846K 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. 18,419 $844K <0.01% -1,806 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 17,905 $820K 0.23% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,844 $817K 0.01% +10,208 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 17,434 $798K 0.31% -211 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 17,288 $792K 0.03% -1,137 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,033 $780K 0.04% -34 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 16,996 $778K 0.42% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,739 $767K 0.2% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,676 $764K 0.06% +7,311 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 16,365 $750K 0.03% -167 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,226 $743K <0.01% +299 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 16,175 $741K 0.18% +10,425 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 15,732 $721K 0.26% -1,126 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,657 $717K 0.04% +220 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,479 $709K 0.08% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 15,208 $697K <0.01% -340 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,160 $694K <0.01% -7,384 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 15,113 $692K 0.16% -358 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,798 $678K <0.01% -1,203 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 14,740 $675K 0.02% -24,249 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 14,222 $651K 0.17% +7 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,115 $646K 0.02% +227 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,115 $646K 0.01% +860 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,438 $615K 0.02% +30 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,999 $595K <0.01% +1 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,707 $582K 0.01% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 12,687 $581K 0.21% +2,678 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,464 $571K 0.02% -173 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 12,144 $556K <0.01% -10,706 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,750 $538K 0.26% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,717 $537K <0.01% +405 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,371 $521K 0.01% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 11,141 $510K 0.15% -201 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,950 $502K 0.1% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,743 $492K <0.01% +4,012 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,695 $490K 0.05% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 10,613 $486K 0.17% +9,544 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,444 $478K 0.02% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,393 $476K 0.03% -2,140 13F-HR Timeline Brucke Financial, Inc. 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