VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,421,434 $89.4M <0.01% +124,113 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $69.2M 0.6% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 114,528 $23.1M 0.11% new 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 281,727 $17.8M 0.18% -33,775 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 264,912 $16.7M 0.03% +9,472 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 242,863 $15.3M <0.01% +3,198 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 197,816 $12.4M 0.53% +1,475 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 157,799 $9.93M 1.45% +5,085 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 154,270 $9.71M 2.8% -18,376 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 147,962 $9.31M 0.13% +9,659 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 133,973 $8.43M 0.02% +9,856 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 114,166 $7.18M 0.04% +33,278 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 111,721 $7.03M 0.01% +10,321 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 107,830 $6.78M 0.09% +2,656 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 95,866 $6.03M 1.63% +82,620 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 56,846 $3.58M 0.63% +2,916 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 55,915 $3.52M 0.01% +6,355 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 51,453 $3.24M <0.01% +3,558 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 46,977 $2.96M 0.14% +3,949 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 45,673 $2.87M <0.01% +5,744 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41,754 $2.63M 0.6% +312 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 34,388 $2.16M 0.84% +6,653 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,176 $2.02M 0.01% -418 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,111 $1.58M <0.01% +1,222 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/ 25,053 $1.58M <0.01% +235 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 22,768 $1.43M 0.4% -9,604 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,449 $1.41M 0.04% +2,219 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 21,812 $1.37M 0.35% +8,697 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 18,077 $1.14M 0.39% +644 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,941 $940K <0.01% -8,527 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,837 $934K <0.01% +8,878 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 14,720 $926K 0.28% +90 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,960 $870K <0.01% -246 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 13,387 $842K 0.16% -9 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,949 $815K 0.03% +490 13F-HR Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 12,534 $785K 0.88% +3,543 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 11,670 $734K 0.01% -2,954 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,589 $729K <0.01% +8,116 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,405 $718K 0.06% +555 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 11,340 $714K 0.52% +1,648 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,420 $656K 0.12% +304 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,176 $640K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,042 $632K 0.01% +745 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,415 $592K 0.12% -68 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,081 $571K <0.01% +539 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,980 $565K <0.01% -1,133 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,550 $538K <0.01% +2,554 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 8,438 $531K 0.05% +565 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,512 $528K 0.03% +73 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 $498K <0.01% 0 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 7,814 $491K 0.43% +579 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,796 $491K 0.01% -8,333 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,397 $465K <0.01% +825 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,353 $463K 0.03% +49 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,250 $456K 0.08% -14 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,098 $447K 0.15% +37 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 6,910 $435K 0.25% +539 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,389 $402K 0.14% +2,083 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,298 $396K <0.01% +843 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,293 $396K 0.16% -405,456 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,610 $353K 0.06% +647 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 0.1% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,255 $331K <0.01% +1,922 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,242 $330K 0.3% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,013 $315K 0.25% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,835 $304K 0.07% +85 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,715 $297K <0.01% new 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,558 $287K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,524 $285K <0.01% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 4,420 $278K 0.3% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 4,058 $255K 0.13% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,944 $248K 0.03% new 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,907 $246K 0.12% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,879 $244K 0.16% +95 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,665 $231K 0.01% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,501 $220K 0.02% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,368 $212K 0.04% -40 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,215 $202K 0.16% +42 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,196 $201K 0.1% -800 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,922 $184K 0.07% +8 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,647 $167K 0.01% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,370 $149K 0.04% -11 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,582 $99.5K <0.01% +110 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,487 $93.6K 0.02% 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,376 $86.6K 0.02% -33 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,000 $62.9K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 910 $57.3K <0.01% +7 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 766 $48.2K <0.01% +29 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 700 $44K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 564 $35.5K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 509 $32K <0.01% +4 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 172 $10.8K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 129 $8.13K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 107 $6.73K <0.01% +7 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 72 $4.53K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 49 $3.08K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 60 $3K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 24 $1.51K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $758K -12,215 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.