VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,848,378 $118M <0.01% +190,788 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 1,100,000 $70M 0.42% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 447,906 $28.6M 0.2% +45,477 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 281,610 $17.9M 0.02% +7,659 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 259,600 $16.5M <0.01% +2,439 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 189,845 $12.1M 1.45% +15,510 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 174,160 $11.1M 0.37% +2,562 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 162,173 $10.3M 2.44% +9,548 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 148,608 $9.46M 0.91% +591 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 147,734 $9.4M 0.03% +4,373 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 145,425 $9.25M 0.11% -4,274 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 136,790 $8.7M 0.01% +14,892 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 87,633 $5.58M 0.01% +2,448 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 80,661 $5.13M <0.01% +15,616 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 80,648 $5.13M 0.01% +12,215 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 77,465 $4.93M 1.14% -17,570 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 64,811 $4.12M 0.58% +2,467 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 64,095 $4.08M 0.16% +7,294 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48,011 $3.05M 0.47% +3,164 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 47,840 $3.04M 0.6% +14,892 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,569 $3.03M 0.01% +11,658 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 46,976 $2.99M <0.01% -3,572 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 39,436 $2.51M 0.03% +1,565 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 37,032 $2.36M 0.76% +1,450 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 36,197 $2.3M 1.41% 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/ 25,715 $1.64M <0.01% -698 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 25,652 $1.63M <0.01% +781 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 25,027 $1.59M 0.36% +1,832 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 24,529 $1.56M 0.41% +5,351 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,276 $1.42M 0.03% +1,304 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,877 $1.26M 0.16% +4,234 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,216 $1.16M <0.01% -22 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,787 $1.13M <0.01% +577 13F-HR Timeline Group Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 17,728 $1.13M 0.34% +4,798 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 16,864 $1.07M 0.24% +1,569 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 16,286 $1.04M 0.61% +207 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,495 $986K <0.01% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 14,931 $950K 0.02% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 14,285 $909K 0.77% +807 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 13,718 $873K 0.42% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,716 $873K 0.01% +2,328 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,556 $863K <0.01% -27,128 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,411 $855K 0.01% +13,367 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,337 $849K 0.12% +296 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 12,944 $824K 0.06% -146 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 12,002 $764K 0.78% 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 11,338 $721K 0.05% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,017 $703K 0.25% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,008 $700K <0.01% -1,351 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,961 $697K 0.1% +1,593 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 10,862 $691K 0.02% +979 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,662 $678K <0.01% -175 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,471 $666K <0.01% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,300 $655K <0.01% +3,714 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,224 $651K 0.01% +161 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,187 $648K 0.05% +2,016 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 9,793 $623K 0.11% +797 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,179 $584K <0.01% +636 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,737 $556K 0.03% +98 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,654 $551K <0.01% +727 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 8,491 $541K 0.32% +550 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 8,490 $540K 0.5% +165 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,987 $508K 0.09% +3,934 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 $504K <0.01% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,612 $484K 0.03% +101 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 7,370 $469K 0.47% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,293 $464K 0.12% +77 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,222 $460K <0.01% -23,264 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 7,181 $457K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,683 $425K 0.01% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,578 $419K 0.1% +119 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,400 $407K <0.01% 0 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,335 $403K 0.13% +10 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,160 $392K 0.15% +317 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,039 $384K 0.06% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,935 $378K 0.01% +1,050 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,883 $374K <0.01% -304 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,881 $374K <0.01% +535 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,692 $362K <0.01% -10,892 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,674 $361K 0.05% +1,347 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,602 $356K <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 $356K 0.08% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,542 $353K <0.01% -4,605 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,424 $345K 0.01% new 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,263 $335K 0.25% +21 13F-HR Timeline 25 LLC More: the full row for 25 LLC 5,208 $331K 0.11% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,178 $329K 0.14% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,083 $323K 0.01% -24 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 5,040 $321K 0.27% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 5,032 $320K 0.11% +1,502 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,013 $319K 0.2% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,405 $280K 0.05% -465 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,219 $268K 0.03% -23 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,861 $246K 0.1% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,815 $243K <0.01% +57 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 3,706 $236K 0.19% 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,638 $231K 0.1% -170 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 3,320 $211K 0.1% -811 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,990 $190K 0.05% -8 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,733 $174K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,906 $121K 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,546 $98.4K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,415 $90K <0.01% -13 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,391 $88.5K <0.01% +151 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,368 $87K 0.02% +65 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,355 $86.2K 0.01% -2 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,204 $76.7K 0.05% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,174 $74.7K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,163 $74K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,006 $64K 0.05% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 938 $59.7K <0.01% +11 13F-HR/A Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 815 $51.9K 0.05% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 805 $51.2K <0.01% +12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 800 $51K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 575 $36.7K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 529 $33.6K <0.01% +8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 418 $26.6K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 345 $22K <0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 158 $10.1K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 142 $9.04K <0.01% +2 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 133 $8.48K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 116 $7.38K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $4.77K <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 $4.58K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 66 $4.22K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 63 $4K <0.01% +1 13F-HR Timeline