MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,903,156 $485M 5.18% +1,004,450 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/ 2,733,189 $225M 0.02% -3,156,773 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,584,461 $212M 2.43% +2,580,000 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,403,953 $198M 0.01% +145,340 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,236,667 $184M 6.78% +2,063,117 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,994,654 $164M 0.43% -1,961,744 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,933,896 $159M -2,041,176 Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,877,146 $154M 3.82% -2,122,873 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,833,019 $151M 0.05% -2,003,790 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,620,706 $133M 0.02% +7,151 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,205,224 $99M 4.62% +456,826 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 997,554 $82M 0.1% -41,975 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 973,093 $80M 3.77% -145,900 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 962,060 $79.1M 0.12% -1,061,810 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 930,275 $76.5M 0.12% +318,928 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 889,256 $73.1M 0.02% -7,632 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 870,368 $71.5M 0.68% -29,635 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 841,300 $69.1M 2.1% -479,785 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 715,865 $58.8M 0.78% -21,359 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 684,646 $56.3M 0.04% -784,477 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 625,903 $51.4M 2.43% -31,552 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 600,010 $49.3M 3.35% +14,632 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 597,252 $49.1M 2.63% -32,448 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 534,635 $43.9M 2.62% -16,995 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 522,336 $42.9M 0.01% +26,244 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 520,020 $42.7M 0.01% -104,916 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 472,486 $38.8M 0.03% +455,783 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 466,346 $38.3M 0.07% -589 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 434,635 $35.7M 0.5% +209,710 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 419,051 $34.4M 0.08% -358,523 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 350,000 $28.8M 0.31% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 348,892 $28.7M 0.92% +9,681 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 331,882 $27.3M 0.41% -3,864 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 294,024 $24.2M 0.01% -126,203 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 291,796 $24M 4.91% +7,890 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 282,362 $23.2M <0.01% -24,250 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 265,615 $21.8M 0.02% +10,826 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 252,751 $20.8M 2.8% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 244,106 $20.1M 2.37% -8,623 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 230,416 $18.9M 0.02% +6,099 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 203,399 $16.7M 0.03% +157,203 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 201,286 $16.5M 0.01% -5,151 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 185,171 $15.2M 9.94% -743 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 176,963 $14.5M <0.01% +38,973 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 175,237 $14.4M 0.06% +6,788 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 163,000 $13.4M 0.1% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 154,729 $12.7M 0.03% +26,038 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 145,291 $11.9M 0.14% -2,274 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 141,188 $11.6M 1.73% -3,180 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 140,307 $11.5M 69.61% -81,220 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 139,239 $11.4M 0.01% -48,180 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 137,150 $11.3M 5.91% -2,830 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 134,961 $11.1M 2.45% +9,490 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 126,096 $10.4M +4,218 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 126,000 $10.4M 0.01% -36,300 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 120,631 $9.91M 0.04% -482 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 110,517 $9.08M 0.02% -1,000 13F-HR Timeline Group Latigo Investments, LLC More: the full row for Latigo Investments, LLC 105,826 $8.7M 4.48% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 104,383 $8.58M 3.37% +947 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 104,343 $8.57M 1.05% -4,511 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94,000 $7.72M 0.03% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 91,682 $7.53M 1.97% -922 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 91,288 $7.5M 5.36% -267 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 91,000 $7.48M 1.38% +792 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 90,816 $7.46M -525 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 101,139 $7.4M 0.01% +90,668 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 88,800 $7.3M 0.01% -74,656 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 84,732 $6.96M 4.46% +1,342 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,454 $6.94M 0.01% +2,253 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 80,649 $6.63M 2.63% +10,137 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 76,131 $6.26M 1.12% +32,599 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 75,412 $6.2M 0.96% -2,956 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 68,331 $5.62M 0.09% 0 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 68,145 $5.6M 1.59% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 67,861 $5.58M 0.14% +2,389 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 65,489 $5.38M 4.08% +192 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,910 $5.17M 0.03% +12,515 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 59,712 $4.91M 0.03% -42,636 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,270 $4.87M 0.03% -56,138 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 59,051 $4.85M 1.9% +394 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 58,630 $4.82M 0.6% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 58,491 $4.81M 0.4% -55,838 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 57,644 $4.74M 0.01% -7,463 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 57,402 $4.72M 0.01% new 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 55,855 $4.59M 1.49% +20,535 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 55,097 $4.53M 0.04% +173 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 52,626 $4.32M 0.01% -42,205 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 52,163 $4.29M <0.01% -2,684 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 51,538 $4.24M 0.15% +4,594 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 47,770 $3.93M 0.17% +158 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 47,930 $3.93M 0.03% +1,791 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 47,343 $3.89M 0.12% +257 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 46,363 $3.81M 0.04% -43,060 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45,319 $3.72M 1.01% +506 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $3.57M 0.64% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 43,035 $3.54M 1.25% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 42,191 $3.47M 1.01% -271 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 41,325 $3.4M 0.29% +4,266 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,028 $3.29M <0.01% -180 13F-HR/A Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 39,385 $3.24M 0.13% -9,264 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 38,363 $3.15M 0.24% -43,735 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 37,151 $3.04M 0.03% -1,324 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 36,974 $3.04M 0.02% -10,661 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 36,924 $3.03M 0.01% -13,054 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 36,700 $3.02M <0.01% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 35,025 $2.88M -2,270 Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 34,218 $2.81M 0.01% new 13F-HR/A Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 33,839 $2.78M 2.23% +5,595 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 33,737 $2.77M <0.01% +17,573 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 33,714 $2.77M 0.26% -6,927 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 33,237 $2.73M 0.03% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 33,024 $2.71M 0.68% -249 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 32,993 $2.71M 0.31% -200 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 32,447 $2.67M <0.01% +622 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 30,918 $2.54M 0.63% +35 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,294 $2.49M 0.15% +27 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,239 $2.49M 0.02% -3,607 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 30,060 $2.47M 0.01% +11,100 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,776 $2.28M 0.01% +1,650 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 25,782 $2.12M 0.85% -1,886 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24,538 $2.02M 0.03% -222 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,389 $1.92M 0.13% -201 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,039 $1.87M 0.08% -432 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,376 $1.84M <0.01% -7,187 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,229 $1.83M <0.01% -7,906 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 22,263 $1.83M 0.07% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 22,018 $1.81M 0.37% +5,538 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 21,713 $1.78M 1.21% +234 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 21,606 $1.78M 0.02% -14,545 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,538 $1.77M 0.27% +5 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 19,279 $1.58M 0.13% -1,465 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 19,046 $1.57M 0.11% -1,673 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,195 $1.5M <0.01% -1,294 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 18,019 $1.48M 0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.48M 0.37% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,354 $1.43M <0.01% +4,357 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,298 $1.42M 0.06% -855 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,587 $1.36M 0.51% -32 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,252 $1.34M 0.15% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,123 $1.33M -610 Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,090 $1.32M 0.7% +830 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,714 $1.29M <0.01% -853 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 15,645 $1.29M 0.1% -352 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,426 $1.27M 0.04% -441 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,190 $1.17M 0.02% -29 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 13,765 $1.13M 0.43% +315 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 13,284 $1.09M 1.06% -93 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,264 $1.09M 0.1% -194 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,014 $1.07M 0.06% +3 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,780 $1.05M 0.14% -1,258 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,762 $1.05M 0.01% -12,462 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,651 $1.04M 0.02% +1,310 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 12,621 $1.04M 0.57% +2,750 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,324 $1.01M <0.01% -1,707 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,260 $1.01M 0.09% -5,720 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,568 $948K 0.17% +140 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,653 $875K 0.01% +264 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,637 $875K 0.02% -4,816 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,605 $872K 0.03% -291 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 10,308 $847K <0.01% -12,139 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,303 $837K 0.76% -10,262 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $830K 0.04% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,068 $827K <0.01% +240 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 10,051 $826K 0.11% +24 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,640 $792K 0.52% -15 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,520 $782K 0.03% +2,822 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,692 $714K 0.05% 0 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 8,585 $706K 0.07% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,286 $681K 0.01% -5,156 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,255 $678K 0.04% +65 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,422 $665K 0.03% -195 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 8,003 $657K 0.02% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,682 $631K <0.01% -177 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,655 $629K 0.06% -535 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,649 $629K <0.01% +892 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,107 $584K 0.01% -4,780 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,105 $584K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,835 $579K 0.01% -17 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,013 $576K <0.01% -776 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,008 $576K 0.79% +1 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,574 $540K 0.07% -75 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,404 $526K <0.01% +125 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,364 $523K 0.06% -290 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,249 $514K 0.02% -1,416 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 6,239 $513K 0.13% -6,989 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,238 $513K 0.01% +402 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,081 $498K 0.01% -350 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,941 $488K 0.02% -6,761 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,897 $485K 0.07% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,882 $483K 0.02% -7 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,869 $482K 0.08% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,788 $476K 0.03% -2,922 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,714 $470K 1.13% +395 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,686 $467K 0.03% +2,152 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,558 $457K 0.01% -84 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,275 $434K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,205 $428K 0.01% -100 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,118 $421K 0.02% -12,690 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,056 $416K 0.06% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,037 $414K 0.06% 0 13F-HR Timeline