Unison Advisors LLC More: the full row for Unison Advisors LLC 912,565 $39M 2.72% +5,320 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 615,346 $26.3M 4.04% +23,338 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 341,655 $14.6M 0.07% -17,074 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 238,019 $10.2M 0.1% -154 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 223,277 $9.55M 1.96% -20,945 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 198,248 $8.48M 0.01% +91,272 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Capstone Wealth Management, Inc. 79,009 $3.3M 2.47% +288 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 77,046 $3.3M 1.04% -4,009 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 78,634 $3.27M 0.71% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 74,846 $3.2M 0.03% +10,679 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 73,487 $3.14M 0.02% -111 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 72,894 $3.12M 0.01% +36,080 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 69,091 $2.96M 1.24% +7,399 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 68,525 $2.93M 0.14% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 62,846 $2.69M <0.01% +2,659 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 61,005 $2.61M <0.01% -3 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 56,410 $2.41M 0.42% -848 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,334 $2.41M <0.01% -951 13F-HR Timeline Group Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 55,570 $2.38M 1.64% +3,679 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 53,004 $2.27M 0.19% -696 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 50,449 $2.16M 0.01% -1,856 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 50,031 $2.14M 1.82% +5,305 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,510 $2.03M 0.02% -943 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 47,335 $2.02M 0.65% -5,759 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 44,835 $1.92M 0.14% -1,300 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 43,152 $1.85M 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,528 $1.78M 0.01% +673 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 39,421 $1.69M <0.01% -10,579 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,993 $1.67M 0.03% -3,369 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 38,170 $1.63M 0.46% -1,748 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 33,419 $1.43M 0.31% +3,813 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,100 $1.42M <0.01% -3,086 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 31,056 $1.33M 0.32% +1,475 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 28,565 $1.22M 0.31% -2,639 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 28,529 $1.22M 0.05% +2,643 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 28,359 $1.21M 0.39% -1,292 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 28,156 $1.2M 0.14% -2,055 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 26,998 $1.15M 0.94% +3,227 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 26,492 $1.13M 0.49% -79 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 23,602 $1.01M 0.49% -1,297 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 20,837 $891K 0.22% new 13F-HR Timeline TAGStone Capital, Inc. 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More: the full row for Kane Co Wealth Management, Inc. 17,106 $732K 0.56% -60 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,437 $703K 0.04% +2,737 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,431 $703K <0.01% +519 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 17,915 $697K 0.35% -1,482 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,176 $692K 0.01% +7,332 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 15,984 $684K 0.21% +3,086 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 14,816 $634K 0.41% -1,461 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 14,622 $625K 0.45% 0 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,767 $375K 0.01% +1,366 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,732 $373K 0.05% -48 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,720 $373K 0.11% +38 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,179 $361K 0.02% +2,247 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,442 $361K 0.1% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,414 $360K 0.02% +703 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,570 $323K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,020 $300K 0.01% -512 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 6,732 $288K <0.01% new 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,231 $266K 0.04% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,149 $263K 0.08% +32 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,124 $262K 0.01% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,123 $262K 0.03% +21 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,101 $261K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,609 $240K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,576 $238K <0.01% -9,837 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,517 $236K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,466 $234K 0.01% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,813 $206K 0.07% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,686 $200K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,140 $177K 0.01% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,805 $163K 0.08% +340 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,362 $144K 0.1% +6 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,208 $94.4K <0.01% +1,035 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,847 $79K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,643 $70.6K 0.06% +152 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,257 $54K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,140 $49K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,133 $48.5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,051 $45K <0.01% +858 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 847 $36.2K <0.01% +1 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 576 $24.6K 0.01% -129 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 517 $22.1K <0.01% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 500 $21.4K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 448 $19.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 434 $18.6K 0.01% +21 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $17.1K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 363 $15.5K <0.01% +1 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 260 $11.1K <0.01% +13 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 144 $6.16K <0.01% 0 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 141 $6K <0.01% +26 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 132 $5.65K <0.01% -1,030 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 100 $4.28K <0.01% -17 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 96 $4.11K <0.01% -19 13F-HR Timeline