MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,972,291 $525M 5.3% +69,135 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/ 2,699,950 $237M 0.02% -33,239 13F-HR/A 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 $227M 2.04% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,345,435 $206M 0.01% -58,518 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,905,847 $167M -28,049 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,882,708 $165M 0.39% -111,946 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,837,058 $161M 3.77% -40,088 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,782,114 $157M 0.05% -50,905 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 1,624,933 $143M 0.02% +4,227 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,542,269 $135M 5.5% +337,045 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,048,106 $92.1M 0.1% +50,552 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 917,525 $80.6M 0.11% -44,535 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 891,952 $78.3M 3.56% -81,141 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 885,967 $77.8M 0.02% -3,289 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 835,904 $73.4M 0.66% -34,464 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 819,594 $72M 2.05% -21,706 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 707,468 $62.1M 0.78% -8,397 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 674,622 $59.3M 0.03% -10,024 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 614,784 $54M 2.71% +17,532 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 614,435 $54M 2.41% -11,468 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 610,483 $53.6M 3.32% +10,473 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 537,094 $47.2M 0.01% +14,758 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 533,141 $46.8M 2.64% -1,494 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 491,121 $43.1M 0.52% +56,486 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 448,658 $39.4M 0.06% -17,688 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 410,698 $36.1M 0.01% -109,322 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 379,616 $33.3M 1.06% +30,724 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 350,000 $30.7M 0.3% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 339,373 $29.8M 0.01% +45,349 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 335,547 $29.5M 0.06% -83,504 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 324,266 $28.5M 0.4% -7,616 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 297,721 $26.2M <0.01% +15,359 13F-HR/A Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 282,025 $24.8M 4.7% -9,771 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 264,710 $23.3M 0.02% -905 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 258,616 $22.7M 0.02% +28,200 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 252,751 $22.2M 2.7% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 242,079 $21.3M 2.23% -2,027 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 219,655 $19.3M 0.01% +18,369 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 189,615 $16.7M 10.19% +4,444 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 180,951 $15.9M <0.01% +3,988 13F-HR Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 176,230 $15.5M 5.08% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 173,335 $15.2M 0.06% -1,902 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 148,500 $13M 0.1% -14,500 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 139,789 $12.3M 0.01% +550 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 138,478 $12.2M 0.14% -6,813 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 135,967 $11.9M 0.02% +25,450 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 135,079 $11.9M 2.47% +118 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 134,525 $11.8M 0.01% -795,750 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 131,481 $11.5M 1.64% -9,707 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 130,291 $11.4M +4,195 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 120,101 $10.5M 0.05% -530 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 117,324 $10.3M 0.02% -37,405 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 111,900 $9.83M 0.01% -14,100 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 111,998 $9.5M 0.01% +71,970 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 103,451 $9.09M 3.42% -932 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 102,025 $8.96M 5.42% -35,125 13F-HR/A Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 95,016 $8.35M +4,200 Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94,000 $8.26M 0.03% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 92,309 $8.09M 1.28% +1,309 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 92,124 $8.01M 0.01% -9,015 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 90,801 $7.98M 0.01% +2,001 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 90,463 $7.95M 5.4% -825 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 87,224 $7.66M 1.86% -4,458 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 84,524 $7.42M 4.45% -208 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 80,258 $7.05M 0.25% +77,156 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 80,243 $7.05M 1.12% +4,112 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 79,109 $6.95M 2.85% -1,540 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 75,786 $6.66M 0.98% +374 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 72,000 $6.32M 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,263 $6.26M 0.14% +3,402 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 70,846 $6.22M 0.03% +7,936 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 69,821 $6.13M 0.02% +12,419 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 68,942 $6.06M 1.87% +13,087 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 68,768 $6.04M <0.01% -403,718 13F-HR Timeline Group Obsido Oy More: the full row for Obsido Oy 68,531 $6.02M 4.01% +3,042 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 $6M 0.09% 0 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 68,145 $5.99M 1.61% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 65,895 $5.79M 0.09% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 57,604 $5.26M +22,579 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,442 $5.22M 0.01% +6,816 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,866 $5.17M 0.03% -404 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 58,023 $5.1M 0.39% -468 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 57,967 $5.09M 1.9% -1,084 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,785 $5.08M 0.01% -26,669 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 55,319 $4.86M 0.56% -3,311 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 55,067 $4.84M 0.03% -4,645 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 51,360 $4.53M 0.03% +3,430 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 50,883 $4.47M 0.14% -655 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 50,714 $4.45M 0.03% +13,563 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 49,802 $4.37M <0.01% -2,361 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 48,836 $4.29M 0.03% -6,261 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 47,754 $4.19M 0.16% -16 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 47,312 $4.16M 0.12% -31 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 44,937 $3.95M 0.01% -12,707 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44,576 $3.92M 0.93% -743 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 43,669 $3.84M 0.04% -2,694 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $3.82M 0.64% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 42,759 $3.76M 1.29% -276 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 42,555 $3.74M 0.29% +1,230 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 41,857 $3.68M 1.01% -334 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 39,623 $3.48M 0.14% +238 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 37,352 $3.28M 0.23% -1,011 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 35,734 $3.14M 0.01% -1,190 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 34,040 $2.99M 2.23% +201 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 33,899 $2.98M 0.02% +3,660 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 33,237 $2.92M 0.03% 0 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 33,102 $2.91M 0.26% -612 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 32,993 $2.9M 0.32% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 32,476 $2.85M 0.02% -4,498 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 32,443 $2.85M 0.66% -581 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 31,884 $2.8M <0.01% -1,853 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 31,041 $2.73M <0.01% -1,406 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 31,021 $2.72M 0.7% +103 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 30,922 $2.72M 0.19% +15,277 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,978 $2.72M 0.15% +684 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 27,313 $2.4M 0.47% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 25,607 $2.25M 0.84% -175 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,780 $2.18M 0.41% +2,762 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24,538 $2.16M 0.03% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,636 $2.08M 0.01% -4,140 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,389 $2.05M 0.13% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,956 $2.05M 0.08% -83 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,526 $2.01M <0.01% +297 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 22,263 $1.96M 0.07% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,134 $1.94M <0.01% +3,939 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,580 $1.9M 0.01% +11,512 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 21,574 $1.9M 1.18% -139 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 21,273 $1.87M 0.02% -333 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,665 $1.82M 0.04% +5,239 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,264 $1.78M 0.24% -1,274 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,317 $1.7M <0.01% -184,082 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 19,316 $1.7M 0.26% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 19,176 $1.68M 0.1% +130 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 18,838 $1.65M 0.13% -441 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.58M 0.39% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 17,330 $1.52M <0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,317 $1.52M <0.01% -37 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,625 $1.46M 0.52% +38 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,399 $1.44M <0.01% -5,977 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 16,261 $1.43M 0.16% +9 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,120 $1.42M 0.7% +30 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,490 $1.36M <0.01% -224 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,987 $1.32M -1,136 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,062 $1.24M 0.02% -128 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,265 $1.17M 0.1% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,001 $1.14M 0.02% +350 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,894 $1.13M 0.06% -120 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,627 $1.11M 0.14% -153 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,499 $1.1M 0.01% -263 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,230 $1.07M <0.01% -94 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,909 $1.05M 0.91% -1,375 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 12,621 $1.04M 0.57% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,695 $1.03M 0.03% +2,175 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,669 $1.03M 0.09% -591 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,443 $1.01M 0.16% -125 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 11,222 $986K 0.72% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,965 $963K 0.01% +312 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,101 $915K 0.76% -202 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,257 $901K 0.03% -348 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 10,156 $892K <0.01% -152 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $887K 0.05% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,736 $855K <0.01% +7,248 13F-HR Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,640 $847K 0.52% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,612 $793K 0.05% -80 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,983 $789K <0.01% +6,404 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,654 $760K 0.01% +368 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 8,585 $754K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,384 $736K 0.04% -8,914 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 8,275 $727K 0.26% -5,490 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,255 $725K 0.04% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,080 $710K 0.03% +1,831 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 7,477 $657K 1.44% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,474 $657K <0.01% +2,801 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,430 $653K 0.39% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,387 $649K <0.01% -295 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,355 $646K 0.03% +250 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,294 $641K 0.02% +2,176 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,835 $623K 0.01% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,008 $616K 0.8% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,743 $592K 0.01% +6,609 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,660 $585K 0.01% +422 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,634 $583K <0.01% +230 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,546 $575K <0.01% -561 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,412 $563K <0.01% -1,237 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,298 $553K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,289 $552K 0.05% -1,366 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,190 $544K 0.06% -174 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,114 $537K 0.02% +232 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,098 $536K 0.02% +157 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,048 $531K 0.01% -33 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,897 $518K 0.07% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,892 $518K 0.12% -347 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,869 $515K 0.08% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,860 $515K 0.06% -714 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,774 $507K 1.08% +60 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,640 $495K 0.03% -148 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,570 $489K 0.01% +12 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,536 $486K <0.01% -28,682 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,290 $465K 0.08% +2,680 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,275 $463K 0.02% 0 13F-HR Timeline