MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,988,147 $541M 5.57% +15,856 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/ 2,684,237 $243M 0.02% -15,713 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,989,105 $180M 0.01% -356,330 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,885,967 $170M 0.05% -19,880 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,840,315 $166M 0.38% -42,393 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,783,116 $161M 3.75% -53,942 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,774,915 $160M 0.05% -7,199 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 1,610,034 $146M 0.02% -14,899 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,601,377 $145M 5.36% +59,108 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,555,138 $141M 0.17% +1,420,613 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,455,118 $132M 4.31% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,063,232 $96.1M 0.11% +15,126 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 924,646 $83.6M 3.62% +32,694 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 915,083 $82.7M 3.2% +834,825 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 894,680 $80.9M 0.11% -22,845 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 878,725 $79.4M -7,242 Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 838,206 $75.8M 2.22% +18,612 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 803,402 $72.6M 0.65% -32,502 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 735,834 $66.5M <0.01% new 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 681,523 $61.6M 0.03% +6,901 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 675,459 $61.1M 0.74% -32,009 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 643,861 $58.2M 0.01% +106,767 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 631,319 $57.1M 3.38% +16,535 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 600,519 $54.3M 2.4% -13,916 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 528,254 $47.8M 2.79% -4,887 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 467,255 $42.2M 0.06% +18,597 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 395,836 $35.8M 0.01% -14,862 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 379,849 $34.3M 1.05% +233 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 356,213 $32.2M 0.07% +20,666 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 350,000 $31.6M 0.32% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 338,039 $30.6M 0.01% -1,334 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 319,841 $28.9M <0.01% +22,120 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 299,357 $27.1M 0.38% -24,909 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 290,372 $26.2M 4.8% +8,347 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 282,494 $25.5M 0.3% -208,627 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 275,638 $24.9M 0.02% +17,022 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 270,333 $24.4M 0.02% +5,623 13F-HR/A Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 252,751 $22.8M 2.61% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 231,520 $20.9M 2.09% -10,559 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 214,374 $19.4M 0.01% -5,281 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 192,466 $17.4M 10.54% +2,851 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 187,534 $17M 0.07% +14,199 13F-HR/A Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 178,600 $16.1M 6.85% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 177,791 $16.1M <0.01% -3,160 13F-HR/A Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 176,230 $15.9M 5.15% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 144,151 $13M +13,860 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 139,894 $12.6M 0.01% +105 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 135,767 $12.3M 0.02% -200 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 133,630 $12.1M 2.53% -1,449 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 132,020 $11.9M 1.6% +539 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 130,907 $11.8M 0.13% -7,571 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 127,856 $11.6M 0.01% +37,055 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 124,591 $11.3M 0.05% +4,490 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 120,928 $10.9M 0.02% +3,604 13F-HR/A Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 119,165 $10.8M 3.23% +50,223 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 117,397 $10.6M 0.01% +5,399 13F-HR/A Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 111,162 $10M 2.3% +68,403 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 110,329 $9.97M 1.11% 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 107,214 $9.69M 3.49% +3,763 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 105,501 $9.54M +10,485 Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 102,370 $9.25M 0.02% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 96,610 $8.73M 4.8% -5,415 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94,000 $8.5M 0.03% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 92,066 $8.32M 1.16% -243 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 89,722 $8.11M 5.47% -741 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 86,030 $7.78M 1.77% -1,194 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 81,063 $7.33M 4.54% -3,461 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 79,906 $7.22M 2.54% +797 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 78,031 $7.05M 1.07% -2,212 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,291 $6.99M 0.03% +6,445 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 76,874 $6.95M 0.97% +1,088 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 72,173 $6.52M 4.01% +3,642 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,135 $6.43M 0.13% -128 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 69,485 $6.28M 0.01% +50,168 13F-HR Timeline Group 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 $6.18M 0.09% 0 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 68,057 $6.15M 0.02% -1,764 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 66,994 $6.06M 0.57% new 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 Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 61,409 $5.55M 0.41% +3,386 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 60,309 $5.45M 1.79% +2,342 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 59,026 $5.34M 0.01% -416 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,818 $5.23M 0.01% +33 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 55,260 $5M 0.03% +193 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 54,619 $4.94M 0.14% +3,736 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,355 $4.91M 0.03% -4,511 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 52,584 $4.76M 0.03% +1,870 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 51,708 $4.67M 0.03% +348 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 51,409 $4.65M <0.01% +1,607 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 49,902 $4.51M 0.03% +1,066 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 48,282 $4.36M -9,322 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 46,726 $4.22M 0.14% -586 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 46,688 $4.22M 0.01% +1,751 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 46,192 $4.18M 0.15% -1,562 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 44,654 $4.04M 0.01% -47,470 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44,295 $4M 0.98% -281 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 44,225 $4M 3.85% 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $3.93M 0.64% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 42,905 $3.88M 0.14% +3,282 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 42,675 $3.86M 0.32% +120 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 41,506 $3.75M 0.04% -2,163 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 41,457 $3.75M 1% -400 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 39,169 $3.54M +24,182 Timeline COMERICA BANK More: the full row for COMERICA BANK 34,879 $3.15M 0.01% -855 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 34,422 $3.11M 2.28% +382 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 33,899 $3.06M 0.02% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 32,993 $2.98M 0.32% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 32,753 $2.96M 0.67% +310 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 31,745 $2.87M 0.03% -1,492 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 31,563 $2.85M <0.01% +522 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 31,426 $2.84M 0.93% +405 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 31,225 $2.82M 0.24% -1,877 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 31,176 $2.82M <0.01% -708 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 30,809 $2.79M 1.16% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,207 $2.73M 0.15% -771 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,920 $2.61M 0.02% -3,556 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 25,645 $2.32M 0.39% -1,668 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 25,559 $2.31M 0.83% -48 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 25,146 $2.27M <0.01% +3,012 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,985 $2.26M 0.01% +1,349 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,408 $2.21M 0.41% -372 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,010 $2.15M 0.07% +54 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,389 $2.11M 0.13% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 23,321 $2.11M <0.01% +23,262 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21,574 $1.95M 0.03% -2,964 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,281 $1.9M <0.01% -2,245 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 20,670 $1.87M 1.06% -904 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,316 $1.84M 0.23% +52 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 20,216 $1.83M 0.29% +900 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,540 $1.77M 0.02% -1,733 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 19,267 $1.74M 0.1% +91 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 18,794 $1.7M 0.02% new 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.63M 0.39% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,606 $1.59M <0.01% +289 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,578 $1.59M 0.03% -3,087 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 17,525 $1.58M 0.72% +1,405 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 17,368 $1.57M 0.12% -1,470 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 $1.57M <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 17,044 $1.54M <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,532 $1.49M 0.52% -93 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,337 $1.48M 0.16% +76 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,031 $1.45M 0.03% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 15,792 $1.43M 0.1% -15,130 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,481 $1.4M <0.01% -9 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,757 $1.33M 0.02% +6,103 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,695 $1.33M <0.01% +2,465 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,822 $1.25M 0.02% -240 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 13,656 $1.23M 0.02% +655 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,623 $1.23M 0.01% +1,124 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,238 $1.2M 0.1% -27 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,968 $1.17M <0.01% +9,733 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,922 $1.17M 0.06% +28 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,897 $1.17M <0.01% -3,502 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,846 $1.16M 0.09% -24,506 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,821 $1.16M 0.14% +194 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,939 $1.08M 0.03% +244 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,754 $1.06M 0.88% -155 13F-HR Timeline 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 11,685 $1.06M <0.01% +1,529 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,500 $1.04M 0.49% -1,121 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,327 $1.02M <0.01% +5,791 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 11,279 $1.02M 0.09% -390 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,116 $1M 0.01% +151 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,290 $991K 0.8% +189 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,649 $963K 0.03% +392 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,376 $938K 0.13% -1,067 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 10,180 $920K 0.52% +2,750 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $912K 0.05% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,950 $899K <0.01% -11,630 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,878 $893K <0.01% +895 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,819 $888K 0.16% +6,239 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,416 $851K <0.01% -320 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,122 $825K <0.01% +1,735 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,587 $776K 0.05% -25 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,412 $760K 0.05% +28 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,354 $755K <0.01% +880 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,255 $746K 0.04% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,700 $696K <0.01% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,652 $692K 0.04% +4,114 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,355 $665K 0.03% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,279 $658K <0.01% +2,018 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,167 $648K 0.01% +332 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 7,045 $637K 0.05% -1,540 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,008 $633K 0.81% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,985 $631K 0.22% -1,290 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,750 $610K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,718 $607K 0.02% -1,362 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,640 $604K 0.01% -20 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,649 $601K <0.01% +15 13F-HR Timeline Group Institute for Wealth Management, LLC. 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