Unison Advisors LLC More: the full row for Unison Advisors LLC 907,245 $30.7M 2.33% +8,238 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 592,008 $20M 3.6% +8,919 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 358,729 $12.1M 0.06% -11,448 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 244,222 $8.25M 1.89% -19,889 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 238,173 $8.05M 0.09% +8,020 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 213,393 $7.21M 0.78% -4,285 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 182,716 $6.17M 0.15% +172,567 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 171,484 $5.79M 1.44% +2,987 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,542 $5.66M <0.01% +15,462 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 137,337 $5.28M 0.12% +395 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 144,064 $4.87M 0.64% +5,726 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 134,762 $4.59M 0.04% -32,435 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 133,045 $4.5M 0.51% +1,802 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 110,575 $3.74M 0.14% -63 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 106,976 $3.61M 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 105,649 $3.57M 0.03% -657 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 105,098 $3.55M 0.96% +1,582 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 100,162 $3.38M 1.97% -4,766 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 92,891 $3.14M +78,827 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 91,621 $3.1M 0.02% +34,279 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90,714 $3.07M 0.01% -6,706 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 90,499 $3.06M <0.01% +37,620 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 90,004 $3.04M 1.28% -2,512 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 83,864 $2.83M 1.2% +13,062 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 81,055 $2.74M 0.96% +24,083 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 78,721 $2.68M 2.27% +11,905 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 75,419 $2.55M 0.02% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 73,598 $2.49M 0.01% -3,045 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 68,392 $2.31M 0.12% +27,553 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 64,167 $2.17M 0.02% +3,959 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 61,692 $2.08M 1.01% +19,921 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 61,008 $2.06M <0.01% +25,547 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 60,187 $2.03M <0.01% +1,954 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,577 $1.95M <0.01% -38,884 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 57,258 $1.93M 0.41% -1,195 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 58,285 $1.9M <0.01% -1,516 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 53,872 $1.82M <0.01% new 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 53,700 $1.81M 0.19% -4,092 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 53,094 $1.79M 0.67% -2,454 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 52,305 $1.77M 0.01% -10,756 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 51,891 $1.75M 1.43% +4,200 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,000 $1.69M <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 48,453 $1.64M 0.01% -2,619 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 46,135 $1.56M 0.13% +2,810 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 44,726 $1.51M 1.55% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 43,152 $1.46M 0.02% +9,260 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 42,362 $1.43M 0.03% -243,929 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 40,855 $1.38M 0.01% +2,349 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 39,918 $1.35M 0.41% -8,867 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 38,563 $1.3M 1.34% -230 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,814 $1.24M 0.01% +905 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 36,186 $1.22M <0.01% +702 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,295 $1.09M <0.01% new 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 31,204 $1.05M 0.29% +1,630 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 30,211 $1.02M 0.14% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 30,171 $1.02M 0.07% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 29,651 $1M 0.36% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 29,606 $1M 0.24% +2,269 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 29,581 $1000K 0.29% +4,611 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 26,571 $898K 0.43% +1,337 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 25,886 $875K 0.04% +18,388 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 24,899 $841K 0.45% +163 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. 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More: the full row for TAGStone Capital, Inc. 16,118 $545K 0.19% +1,855 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,912 $538K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,413 $521K <0.01% +2,824 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 14,622 $494K 0.4% +2,052 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,700 $463K 0.03% +47 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 12,898 $436K 0.15% +928 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 12,429 $420K 0.23% +15 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,157 $411K 0.15% -538 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,531 $390K 0.02% -1,799 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,428 $386K 0.01% +10,234 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,375 $384K <0.01% -881 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 11,197 $378K 0.2% -509 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,822 $366K <0.01% +2,675 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,794 $365K <0.01% new 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 10,743 $363K 0.1% -282 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 9,253 $352K 0.17% -1,224 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,577 $324K <0.01% +3,175 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 9,241 $312K 0.26% -1,238 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,570 $309K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,989 $304K 0.02% +11 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,844 $299K 0.01% +2,342 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,780 $297K 0.11% +209 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,682 $293K 0.1% +13 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 7,711 $261K 0.01% +655 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,532 $254K 0.01% -515 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,401 $250K <0.01% +1,074 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 7,358 $249K 0.13% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,345 $248K <0.01% +1,787 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,932 $234K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,124 $207K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,117 $207K 0.07% +23 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,102 $206K 0.03% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,465 $117K 0.06% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,356 $113K 0.08% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,693 $91K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,847 $62.4K <0.01% +3 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,491 $50.4K 0.04% +145 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,173 $39.6K 0.11% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,162 $39.3K <0.01% +983 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,133 $38.3K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 846 $28.6K <0.01% new 13F-HR/A Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 705 $23.8K 0.01% -210 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 514 $17.4K <0.01% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 448 $15.1K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 413 $14K 0.01% +5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 400 $13.5K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 362 $12.2K <0.01% +1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 249 $8.41K <0.01% new 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 247 $8.35K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 193 $6.52K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 144 $4.87K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 117 $3.95K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 115 $3.89K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 115 $3K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 71 $2.4K <0.01% +70 13F-HR Timeline Group