VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,526,475 $96.8M <0.01% +105,041 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $69.7M 0.51% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 288,940 $18.2M 0.17% +7,213 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 264,646 $16.8M 0.02% -266 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 250,320 $15.9M <0.01% +7,457 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 170,271 $10.7M 0.41% -27,545 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 165,058 $10.5M 1.4% +7,259 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 153,776 $9.75M 2.54% -494 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 143,858 $9.12M 0.11% -4,104 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 128,360 $8.14M 0.04% +14,194 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 120,960 $7.67M 0.01% +9,239 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 111,164 $7.05M 0.03% -3,364 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 93,270 $5.91M 1.5% -2,596 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 87,673 $5.56M 0.01% -46,300 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 76,029 $4.82M 0.01% new 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 58,888 $3.73M 0.59% +2,042 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 57,962 $3.67M <0.01% +12,289 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 57,902 $3.67M <0.01% +42,961 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 56,590 $3.59M 0.01% +675 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 51,131 $3.24M 0.14% +4,154 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 50,910 $3.23M <0.01% -543 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43,294 $2.74M 0.55% +1,540 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 36,150 $2.29M 0.02% new 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 34,746 $2.2M 0.79% +358 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,191 $2.1M 0.01% +1,015 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 27,098 $1.72M 0.41% +5,286 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,351 $1.67M <0.01% +1,240 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/ 25,527 $1.62M <0.01% +474 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 22,990 $1.46M 0.37% +222 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,321 $1.29M 0.03% -2,128 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,189 $1.15M 0.01% +4,229 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 17,806 $1.13M 0.35% -271 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 16,460 $1.04M <0.01% +7,480 13F-HR/A Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 14,910 $938K 0.25% +190 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 14,556 $923K 0.62% +3,216 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,852 $878K <0.01% -985 13F-HR Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 13,593 $862K 0.86% +1,059 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 13,394 $849K 0.15% +7 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,996 $824K 0.03% +47 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 12,890 $817K 0.07% +1,485 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,429 $725K <0.01% -160 13F-HR/A Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,017 $698K 0.31% +11,012 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,886 $690K <0.01% +710 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,685 $677K 0.01% +643 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,216 $648K 0.01% -97,614 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,061 $638K 0.12% +646 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 9,388 $595K 0.24% +2,999 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 8,727 $553K 0.05% +289 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,649 $548K <0.01% -432 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,537 $534K 0.03% +25 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,381 $531K <0.01% -169 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 8,325 $528K 0.53% +3,905 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 $502K <0.01% 0 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 7,828 $496K 0.03% +3,270 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 7,750 $489K 0.33% -64 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,432 $471K 0.03% +79 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,385 $468K <0.01% -12 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,396 $468K 0.08% +146 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,157 $454K 0.13% +59 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,605 $419K <0.01% +307 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,498 $412K 0.15% +205 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,219 $394K <0.01% +964 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 5,721 $363K 0.19% -1,189 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,660 $359K 0.15% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,610 $356K 0.09% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,602 $355K 0.01% 0 13F-HR/A Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,602 $355K 0.09% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,242 $332K 0.29% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 5,208 $330K 0.12% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,026 $319K 0.01% -6,644 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,016 $318K 0.07% +181 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,013 $318K 0.24% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5,009 $318K 0.23% +1,794 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,892 $310K <0.01% new 13F-HR/A Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,885 $310K 0.01% +1,220 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,843 $307K <0.01% +319 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,825 $304K 0.06% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,564 $289K <0.01% -151 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,319 $274K 0.02% +818 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,053 $257K 0.09% +174 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,861 $245K 0.12% -197 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,849 $244K 0.04% -6,571 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,835 $243K 0.11% -72 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,715 $236K <0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,399 $215K <0.01% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 3,010 $191K 0.05% +640 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,934 $186K 0.06% +12 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,504 $95.4K 0.02% 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,357 $86K 0.02% -19 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,325 $84K <0.01% -257 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,240 $78.6K <0.01% +540 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,006 $63.8K 0.05% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,000 $63.4K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 918 $58.2K <0.01% +8 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 800 $50.7K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 784 $49.7K <0.01% +18 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 564 $35.8K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 515 $32.6K <0.01% +6 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 132 $8.37K <0.01% +25 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 131 $8.29K <0.01% +2 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 72 $4.57K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 61 $3K <0.01% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 44 $2.79K <0.01% -7,752 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.