VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,251,429 $141M 0.48% +245,533 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/ 1,874,016 $118M 0.01% +21,375 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $69M 0.37% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 531,946 $33.4M 0.21% +12,362 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 298,630 $18.7M 0.02% +8,463 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 275,889 $17.3M <0.01% +9,435 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 223,513 $14M 1.43% +11,587 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 180,048 $11.3M 0.01% +2,783 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 178,573 $11.2M 2.44% +1,313 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 177,552 $11.1M 0.37% +2,083 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 175,088 $11M 0.01% +23,853 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 168,806 $10.6M 0.01% +142,621 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 156,747 $9.84M 0.1% +1,963 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 143,033 $8.98M 3.63% +63,285 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 130,338 $8.18M 0.02% -7,920 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 115,678 $7.26M 0.45% -34,052 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 111,000 $7.01M <0.01% +97,246 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 104,857 $6.58M 0.01% +8,223 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 97,864 $6.14M 0.01% -108,672 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 93,489 $5.87M <0.01% -167 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 88,722 $5.57M 0.91% +18,040 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 78,830 $4.95M <0.01% +7,591 13F-HR Timeline Group 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 72,976 $4.58M 0.16% +4,063 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 72,427 $4.55M <0.01% +41,214 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,973 $4.27M <0.01% new 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 66,509 $4.17M 0.54% +2,246 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,993 $3.89M 0.01% -2,647 13F-HR/A Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 55,415 $3.48M 1.6% +13,911 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48,855 $3.07M 0.39% +526 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 42,742 $2.68M 0.02% +1,960 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 39,091 $2.45M 0.31% +178 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 36,893 $2.32M 0.48% +6,603 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 36,850 $2.31M 0.63% -326 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,608 $1.86M <0.01% +67 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,197 $1.64M 0.02% +1,552 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 26,192 $1.64M 0.29% +817 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 25,826 $1.62M 0.25% +7,456 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,985 $1.38M <0.01% -656 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,603 $1.36M 0.02% +2,645 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 21,461 $1.35M 0.3% -4,101 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,062 $1.32M 0.13% +1,436 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 20,637 $1.3M 0.36% +3,090 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 20,279 $1.27M 0.02% +2,204 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,350 $1.21M 0.01% +1,107 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,401 $1.02M 0.01% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 15,544 $976K 0.53% -695 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,123 $949K 0.01% +142 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,008 $942K <0.01% +6,017 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,650 $920K <0.01% +5,280 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,428 $906K <0.01% -1,067 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 14,335 $900K 0.37% +603 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 13,868 $870K 0.48% -871 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,836 $868K 0.1% +82 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,230 $830K <0.01% new 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,603 $791K 0.02% +1,130 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,542 $787K 0.03% +1,162 13F-HR Timeline Group WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 12,040 $756K 0.65% +33 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,703 $734K <0.01% +570 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,303 $709K <0.01% +1,231 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,017 $691K 0.21% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,849 $681K 0.08% -1,036 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 9,944 $624K 0.09% +199 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,075 $570K <0.01% -1,475 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 9,000 $565K 0.47% +660 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,962 $562K <0.01% +1,158 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,922 $560K <0.01% +972 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,867 $556K 0.02% +80 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,842 $555K <0.01% +24 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 8,770 $550K 0.3% +192 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 8,673 $544K 0.04% +195 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,370 $525K 0.01% -297 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,915 $497K <0.01% 0 13F-HR Timeline Group Fairlight Advisors More: the full row for Fairlight Advisors 7,909 $496K 0.4% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,746 $486K 0.02% +83 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,617 $478K <0.01% +411 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 7,424 $466K 0.41% +33 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,210 $452K <0.01% +4,477 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,843 $429K 0.15% +637 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,718 $422K 0.09% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,647 $417K 0.05% +359 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,578 $413K 0.1% -588 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,433 $404K 0.11% +104 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,416 $403K <0.01% +398 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,400 $402K <0.01% 0 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,394 $401K 0.01% +357 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 6,372 $400K 0.12% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,970 $375K 0.05% -61 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,602 $352K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,602 $352K 0.07% 0 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 5,589 $351K 0.32% 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,366 $337K 0.22% +23 13F-HR Timeline 25 LLC More: the full row for 25 LLC 5,208 $327K 0.09% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,205 $321K 0.13% +27 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,083 $319K 0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,033 $316K 0.05% +75 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,013 $315K 0.17% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 4,763 $299K 0.21% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,556 $286K 0.08% +31 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,548 $285K <0.01% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,174 $262K 0.02% -45 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,077 $256K <0.01% -652 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,040 $254K 0.13% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,889 $244K <0.01% +46 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,532 $222K 0.08% -35 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,493 $219K 0.02% new 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,425 $215K 0.13% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,275 $205K 0.06% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 3,225 $202K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,117 $196K <0.01% -1,573 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,798 $176K 0.04% -32 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,500 $156K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,458 $154K <0.01% +1,514 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,906 $120K 0.03% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,673 $105K 0.07% -40 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,546 $97K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,530 $96K 0.02% 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,415 $88.8K <0.01% +4 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,391 $87.3K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,021 $64.1K <0.01% -161 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 968 $60.8K 0.01% -40 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 872 $55K <0.01% +138 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 815 $51.1K 0.04% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 602 $37.8K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 547 $34.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 539 $33.8K <0.01% +6 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 464 $29.1K 0.02% new 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 462 $29K 0.03% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 437 $27.4K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 421 $26.4K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 416 $26.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 315 $19.8K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 280 $17.6K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 195 $12.2K <0.01% +28 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 158 $9.92K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 152 $9.54K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 149 $9.35K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 133 $8.34K <0.01% +3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 116 $7.28K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $4.61K <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/ 72 $4.52K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 64 $4K <0.01% +1 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2 $126 <0.01% new 13F-HR Timeline Group