VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 87,506,583 $6.6B +3,056,564 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,938,014 $1.5B 0.11% +464,955 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,494,667 $1.24B 0.07% +4,651,939 13F-HR/A Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 15,074,919 $1.1B +2,675 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,379,514 $1.01B -316,454 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,030,823 $832M 27.27% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,608,929 $571M 3.7% +399,897 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,538,784 $493M 0.54% +4,632 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,359,382 $480M 1.27% -22,229 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,883,288 $444M 3.53% -5,148,868 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,152,926 $389M 3.3% +5,054,456 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,881,320 $368M 0.08% +295,360 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,448,156 $336M 0.09% +424,875 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,235,649 $320M -354,869 Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,193,535 $316M 13.55% +61,572 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,177,145 $315M 0.06% +335,337 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,025,745 $304M +210,488 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,731,609 $282M 0.33% -1,887,344 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,427,396 $259M 0.28% +146,434 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,191,019 $248M 0.34% +96,809 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,262,620 $246M 3.76% +37,799 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,009,514 $227M 0.04% +279,214 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,919,774 $220M 0.07% +144,784 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,648,030 $200M 0.09% +303,871 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,232,390 $168M 0.23% +1,557,290 13F-HR/A Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,102,710 $159M 8.41% +15,960 13F-HR Timeline Group First American Financial Corp More: the full row for First American Financial Corp 2,090,160 $158M 42.23% +475,840 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,068,356 $156M 0.23% -30,641 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,990,771 $150M 0.63% +383,923 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 1,880,287 $142M 5.29% +139,713 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,876,780 $142M +158,525 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,799,146 $136M 1.83% +85,635 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,762,670 $133M 0.13% +79,846 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,663,503 $125M 9.57% +98,512 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,645,587 $124M 0.18% +61,406 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,490,572 $112M 0.01% +204,633 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,480,151 $112M 3.26% +29,521 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,403,628 $106M 0.2% +23,045 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,378,198 $104M 5.81% -342,550 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,364,993 $103M 10.14% +122,221 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,290,316 $97.3M 0.03% -2,677 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,268,372 $95.7M 9.38% +51,753 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,256,968 $94.8M 4.92% -386,703 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,205,345 $90.9M 10.43% -11,328 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,191,840 $89.9M 11.22% +9,968 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,187,606 $89.6M 1.06% +711,777 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,168,453 $88.1M 0.16% +51,380 13F-HR/A Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,146,159 $86.5M 4.61% -44 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,093,834 $82.9M 2.46% +1,090,127 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,016,907 $81.2M 7.47% -32,546 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,028,032 $77.6M 8.6% +341,049 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 984,363 $74.3M 0.07% +18,799 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 981,146 $74M 4.07% +36,903 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 978,734 $73.8M 0.1% +56,856 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 978,548 $73.8M 1.31% +394,868 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 962,753 $72.6M 0.22% +45,157 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 928,962 $70.1M 9.18% +3,401 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 890,978 $67.2M 18.65% +114,039 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 886,642 $66.9M 1.41% +72,480 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 864,310 $65.2M 0.72% +276,204 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 847,317 $63.9M 1.51% +100,069 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 826,594 $62.4M 13.15% +14,435 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 820,740 $61.9M 0.01% +15,780 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 804,564 $60.7M 0.15% +70,464 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 772,753 $58.3M 0.36% -2,794 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 771,343 $58.2M -198,722 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 751,734 $56.7M 0.04% +38,837 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 729,541 $55M 0.42% +95 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 727,730 $54.9M 0.49% -12,363 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 724,739 $54.7M 2.2% +691 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 724,252 $54.6M 0.37% +37,928 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 722,438 $54.5M 17.24% -10,389 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 703,128 $53M 0.25% +2,611 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 693,459 $52.3M 0.03% +88,634 13F-HR/A Timeline Group 25 LLC More: the full row for 25 LLC 687,400 $51.9M 16.46% +54,422 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 674,934 $50.9M 7.46% +35,317 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 660,050 $49.8M 5.7% +94,422 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 643,176 $48.5M 0.07% +583,521 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 639,749 $48.3M 0.34% +400,954 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 638,958 $48.2M 2.81% -11,283 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 635,392 $47.9M 0.98% -234,015 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 621,820 $46.9M 0.19% -22,671 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 595,252 $44.9M 11.58% -4,727 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 593,492 $44.8M 6.25% +15,380 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 584,305 $44.1M 1.62% -5,913 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 579,471 $43.7M <0.01% +48,323 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 573,760 $43.3M 5.97% +20,337 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 564,579 $42.6M 0.05% +52,114 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 564,285 $42.6M 2.74% -20,602 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 537,175 $40.5M 3% +22,091 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 534,894 $40.4M 0.01% +411,527 13F-HR Timeline Group Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 533,471 $40.2M 0.19% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 531,935 $40.1M +3,835 Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 529,743 $40M 0.81% +64 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 527,003 $39.8M 3.33% +9,678 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 510,927 $38.5M 4.41% +5,774 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 510,895 $38.5M 1.27% +76,311 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 508,607 $38.4M 2.67% +4,641 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 502,297 $37.9M 15.97% +153,525 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 497,971 $37.6M 0.06% +28,936 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 494,500 $37.3M 8.52% -17,700 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 491,000 $37M 0.29% +145,000 13F-HR Timeline Group BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 381,848 $37M 21.06% -117,058 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 487,630 $36.8M 0.08% +93,623 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 480,838 $36.3M 2.69% +6,908 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 470,925 $35.5M 1.24% +15,125 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 457,943 $34.5M 4.6% +2,212 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 457,054 $34.5M <0.01% -29,648 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 450,381 $34M 1.48% -1,677 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 447,460 $33.8M 0.94% -22,161 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 431,710 $32.6M 1.06% +10,284 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 424,048 $32M 0.13% +42,501 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 418,028 $31.5M 0.12% -28,773 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 412,278 $31.1M 0.91% +174,523 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 404,685 $30.5M 0.13% +17,374 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 393,566 $29.7M 5.66% -300,159 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 385,689 $29.1M 2.07% -8,923 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 382,801 $28.9M 0.06% +27,490 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 382,309 $28.8M 0.01% +27,295 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 381,595 $28.8M 0.02% +99,883 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 371,788 $28M 25.31% +17,842 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 371,254 $28M 7.06% -69,992 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 368,575 $27.8M 7.31% +64,962 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 353,449 $26.7M 9.33% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 348,219 $26.3M 1.61% -3,043 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 348,116 $26.3M 13.25% -17,232 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 346,074 $26.1M 16.21% +9,814 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 342,421 $25.8M 2.48% +3,578 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 341,560 $25.8M 0.19% 13F-HR/A Timeline Group Aperture Investors, LLC More: the full row for Aperture Investors, LLC 339,093 $25.6M 3.57% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 325,919 $24.6M 9.84% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 317,798 $24M 0.19% +23,947 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 316,621 $23.9M 0.13% +67,723 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 316,607 $23.9M 4.32% +19,742 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 315,340 $23.8M 4.51% +4,604 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 314,823 $23.8M 5.3% 0 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. 310,786 $23.4M 0.01% +58,789 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 310,463 $23.4M 16.69% +4,743 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 309,879 $23.4M 11.09% +3,185 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 307,456 $23.2M 0.13% -4,621 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 306,224 $23.1M 4.39% +29,239 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 299,460 $22.6M 3.26% +6,411 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 297,556 $22.4M 1.32% -1,729 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 296,914 $22.4M 4.58% +849 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 295,481 $22.3M 0.03% +33,887 13F-HR Timeline Group Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 291,482 $22M 6.69% +33,058 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 288,569 $21.8M 0.43% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 276,853 $20.9M 0.71% +27,763 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 273,781 $20.7M 9.24% -662 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 271,724 $20.5M 0.34% 0 13F-HR/A Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 264,027 $19.9M 7.73% +55,800 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 260,783 $19.7M 0.04% +232,642 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 259,992 $19.6M 0.21% +192,570 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 259,979 $19.6M 0.4% +13,096 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 257,340 $19.4M 0.19% 0 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 248,048 $18.7M 16.82% -1,191 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 245,633 $18.5M 0.11% -545,779 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 244,408 $18.4M 5.6% +8,296 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 238,779 $18M 0.18% +31,778 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 237,094 $17.9M 3.65% +13,432 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 236,918 $17.9M 0.63% +229,342 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 236,564 $17.8M 6.97% +61,197 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 235,490 $17.8M 6.43% -2,903 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 234,889 $17.7M 0.48% +69,887 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 230,751 $17.4M 11.93% +8,541 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 229,177 $17.3M 0.9% -5,750 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 227,069 $17.1M 7.01% +13,500 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 225,385 $17M 0.8% +3,765 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 222,891 $16.8M 0.35% +150,360 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 218,831 $16.5M 0.8% -265 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 215,560 $16.3M 5.53% +23,041 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 215,378 $16.2M 8.68% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 215,139 $16.2M 0.19% +13,390 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 211,964 $16M 1.01% +13,638 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 210,800 $15.9M 5.65% -5,557 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 209,981 $15.8M 0.06% +22,913 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 209,584 $15.8M 0.03% +84,781 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 209,170 $15.8M 4.34% -5,801 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 207,647 $15.7M 3.35% -3,905 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 207,396 $15.6M 1.61% -21,246 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 204,182 $15.4M 0.82% -12,976 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 202,986 $15.3M 0.3% +10,140 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 201,874 $15.2M 2.08% +2,923 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 198,756 $15M 14.07% 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 197,932 $14.9M 12% -1,923 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 197,205 $14.9M 1.23% +31,146 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 192,667 $14.5M 3.95% +4,166 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 192,540 $14.5M 8.62% -6,214 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 189,335 $14.3M 7.58% 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 186,861 $14.1M 10.71% +7,318 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 185,889 $14M 0.03% +11,898 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 185,807 $14M 11.55% 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 183,780 $13.9M 1% +21,468 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 183,192 $13.8M 9.47% +4,587 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 182,041 $13.7M 7.8% +8,394 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 181,923 $13.7M 0.93% -9,484 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 181,019 $13.7M 5.73% +11,894 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 178,537 $13.5M 10.93% +1,665 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 178,486 $13.5M 1.68% +20,173 13F-HR/A Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 177,377 $13.4M 19.75% +7,669 13F-HR Timeline