Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 114,208 $4.86M 0.04% +1,428 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 109,784 $4.67M 2.58% -69 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 109,703 $4.67M 1.19% -2,783 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 109,085 $4.64M 0.07% +107,835 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 106,792 $4.55M 0.72% +4,371 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 106,580 $4.54M 1.19% -1,106 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 105,568 $4.49M 3.82% +4,670 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 103,208 $4.39M 2.23% +24,392 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 101,236 $4.31M <0.01% +9,905 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 95,707 $4.09M 1.84% -7,475 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 95,386 $4.06M 0.13% +43,536 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 94,104 $4.01M 0.94% +55,108 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 93,812 $3.99M 0.47% -139 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 91,670 $3.9M 0.24% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 90,701 $3.86M 1.71% +4,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 90,002 $3.83M <0.01% -170,181 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 88,583 $3.77M 3.21% 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 87,513 $3.72M 2.58% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 85,154 $3.62M 2.23% +182 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 84,429 $3.59M 0.21% -42,417 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 81,870 $3.5M 0.5% +3,019 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 81,357 $3.47M 1.23% +2,284 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 81,488 $3.47M 2.08% +21,283 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 80,536 $3.43M 2.2% +10,947 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 77,046 $3.28M 0.71% +7,518 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 76,674 $3.26M 1.13% -12,646 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 73,852 $3.14M 0.1% -561 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 73,459 $3.13M 1.97% +14,239 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 73,155 $3.11M 0.52% +2,325 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 72,837 $3.1M 0.01% +2,798 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. 69,250 $2.95M 0.06% -7,409 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 69,206 $2.95M 0.96% +274 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 66,368 $2.82M 0.06% +34,717 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 64,938 $2.76M 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 62,710 $2.67M 0.06% -7,661 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 61,387 $2.61M 0.94% +9,707 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 60,127 $2.56M 0.19% +6,775 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 59,724 $2.54M 1.09% +59,724 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 59,055 $2.51M <0.01% +5,603 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 58,851 $2.5M 0.8% -2,573 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 58,654 $2.5M 0.53% +42,403 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 58,472 $2.49M 0.34% +4,966 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 58,456 $2.49M 1.32% +43,266 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 58,303 $2.48M 0.02% +2,750 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58,224 $2.48M 0.06% +735 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 55,315 $2.35M 1.47% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 55,000 $2.34M 0.84% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 54,927 $2.34M 1.24% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 54,349 $2.31M 1.03% +14,274 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 53,782 $2.29M 1.55% +11,934 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53,252 $2.27M 0.01% -658 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 53,179 $2.26M 1.28% +500 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 52,243 $2.22M 2.31% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 50,499 $2.15M 0.03% +18,009 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 50,383 $2.14M 0.5% +1,444 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 50,287 $2.14M 2.01% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 50,120 $2.13M 0.5% +54 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 49,429 $2.1M 0.78% -1,436 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 49,400 $2.1M 1.64% +2,841 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 45,498 $1.94M 0.82% +11,124 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 44,574 $1.9M 1.43% -11,066 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 44,185 $1.88M 0.07% +38,108 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 43,201 $1.84M 1.29% +2,888 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 43,088 $1.83M 0.23% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 42,591 $1.82M 0.17% +309 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 41,896 $1.78M 0.19% +6,881 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 40,986 $1.74M 0.57% +5,750 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 40,777 $1.74M 0.62% -304,255 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 40,707 $1.73M 0.45% -24,449 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 39,967 $1.7M 0.11% +56 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 39,704 $1.69M 0.59% +1,207 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 38,429 $1.64M 0.09% +1,035 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,838 $1.59M 0.04% +34,491 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 37,022 $1.58M 0.12% +834 13F-HR Timeline CIBC WORLD MARKETS CORP in group CIBC Bancorp USA Inc. More: the full row for CIBC WORLD MARKETS CORP 36,918 $1.57M 0.01% 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 36,798 $1.57M <0.01% -5,754 13F-HR/A Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 36,436 $1.55M 0.07% +27,718 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 36,080 $1.53M 0.72% +16,470 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 35,367 $1.51M 1.54% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 35,121 $1.49M 0.41% +18,839 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 35,016 $1.49M <0.01% +5,081 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 34,901 $1.49M 0.17% -5,263 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 34,321 $1.46M 0.84% -95 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 33,882 $1.45M 1.34% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 33,585 $1.43M 0.05% +3,298 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,876 $1.4M <0.01% +8,382 13F-HR/A Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 32,822 $1.4M 0.1% +2,210 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 31,758 $1.35M 0.38% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 31,112 $1.32M 0.4% -3,048 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 30,951 $1.32M 0.47% +380 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 30,792 $1.31M 0.06% +707 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 30,469 $1.3M 0.94% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 30,358 $1.29M 0.73% +4,057 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 28,874 $1.23M 0.68% +1,485 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 25,851 $1.1M 0.18% +651 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 25,674 $1.09M 0.28% +46 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 24,916 $1.06M 0.42% -4,387 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,548 $1.04M <0.01% -125 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 24,459 $1.04M 0.24% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24,398 $1.04M 0.14% +20,790 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 24,242 $1.03M 0.48% -651 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 24,233 $1.03M 0.21% +5,829 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 23,968 $1.02M 0.64% +17 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 23,891 $1.02M 0.97% 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 22,947 $977K 0.58% +3,052 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 22,396 $953K 0.51% +8,411 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 21,517 $916K 0.71% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 21,324 $908K 0.55% +482 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 21,025 $895K 0.19% +528 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 20,795 $885K 0.56% +5,793 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,558 $875K 0.05% -30 13F-HR Timeline 25 LLC More: the full row for 25 LLC 20,109 $856K 0.27% +4,602 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 19,851 $853K 0.35% -122 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 19,924 $848K 0.09% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 19,924 $848K 0.06% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 19,909 $847K 0.15% -3,360 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 19,857 $845K 0.08% -249 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 19,641 $836K 0.31% -8,021 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 19,162 $816K +9,109 Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,840 $802K 0.3% +607 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 18,311 $779K 0.17% -261 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,173 $773K 0.02% +1,289 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 18,162 $773K 0.53% +2,371 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 17,998 $766K 0.16% new 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 17,845 $759K 0.78% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 17,340 $738K 0.02% +898 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,283 $736K <0.01% -6,128 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 17,147 $730K 0.42% +40 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 16,926 $720K 0.19% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 16,592 $708K 0.32% +408 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,223 $692K 0.05% +1,844 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 16,041 $683K 0.09% +5,362 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 15,923 $678K 0.24% -439 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,882 $676K 0.05% +6,860 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 15,118 $643K 0.5% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 14,831 $631K 0.43% +3,079 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 14,473 $616K 0.63% 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 14,165 $603K 0.21% +79 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 14,149 $602K 0.06% +6,702 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,567 $577K <0.01% -436 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,486 $574K 0.01% +3,224 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 12,853 $547K 0.13% +6,421 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,246 $521K 0.02% +179 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,203 $519K 0.01% +2,760 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,180 $518K 0.01% +167 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,164 $518K <0.01% +450 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 11,484 $489K <0.01% +5,219 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 11,473 $488K 0.16% -2,130 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 11,164 $475K 0.03% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 10,989 $468K 0.16% -1,133 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,830 $461K 0.01% -1,960 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 10,730 $457K 0.33% 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,627 $452K 0.04% +126 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,559 $449K 0.01% +862 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,007 $426K 0.09% -1,969 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,979 $425K 0.01% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 9,927 $422K 0.26% 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,711 $413K 0.03% -354 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,488 $404K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,310 $396K 0.09% -1,091 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,249 $394K <0.01% +783 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,055 $385K 0.02% +87 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 9,021 $384K 0.24% -1,052 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 9,002 $383K 0.19% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,000 $383K 0.06% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 8,961 $381K 0.14% -142 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,895 $379K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,742 $372K <0.01% +1,554 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,694 $370K 0.05% +187 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 8,555 $364K 0.21% -4,485 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 8,533 $363K 0.27% 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 8,454 $360K 0.34% 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,405 $358K 0.08% new 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,935 $338K 0.11% -269 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,840 $334K 0.02% +1,296 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,647 $325K 0.02% -1,869 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,579 $323K 0.07% +1,533 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 7,369 $314K 0.26% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,255 $309K 0.01% -6,602 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,250 $309K 0.04% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 7,200 $306K 0.14% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,989 $297K 0.04% -2,058 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,793 $289K 0.12% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,762 $288K 0.03% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,684 $284K 0.17% +20 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,594 $281K 0.02% +339 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 6,496 $276K 0.06% -213 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 6,471 $275K 0.15% +600 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 6,418 $273K 0.1% +94 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,307 $268K <0.01% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 6,230 $265K 0.24% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,231 $265K 0.03% new 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 6,225 $265K 0.26% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,058 $258K <0.01% 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 6,050 $257K 0.07% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,011 $256K 0.03% +64 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 5,988 $255K 0.07% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,973 $254K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,967 $254K 0.12% -108 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 5,898 $251K 0.23% new 13F-HR Timeline