SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 126,183 $5.33M 1.11% +7,748 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 125,416 $5.3M 0.07% -21,617 13F-HR Timeline Group Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 121,840 $5.14M 1.22% +27,736 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 121,533 $5.13M 0.38% +6,861 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. 115,130 $4.86M 0.09% +45,880 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 114,751 $4.84M 0.04% +543 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 114,695 $4.84M 0.31% +430 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 113,686 $4.8M 2.64% +3,902 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 112,122 $4.73M 4.94% -6,326 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 111,754 $4.72M 2.11% +16,047 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 111,003 $4.69M 0.7% +4,211 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 110,621 $4.67M 2.65% +23,108 13F-HR Timeline FinDec Wealth Services, Inc. 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More: the full row for Family Capital Management, Inc. 94,674 $4M 1.78% +40,325 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 94,358 $3.98M 0.03% +88,783 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 92,444 $3.9M 3.33% +3,861 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 88,761 $3.75M new Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 86,080 $3.63M 0.01% +68,797 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 84,723 $3.58M 0.76% +26,069 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 83,885 $3.54M 0.2% -544 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 83,705 $3.53M 0.03% +18,767 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 83,233 $3.51M 0.07% +16,865 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 82,516 $3.48M 0.45% +9,361 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 82,509 $3.48M 0.16% +46,073 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 81,575 $3.44M 1.18% +218 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 78,842 $3.33M 1.14% +9,636 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 77,512 $3.27M 1.13% +16,125 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 75,691 $3.2M 1.33% +30,193 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 75,065 $3.17M 2.83% 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for Foster Group, Inc. 73,820 $3.12M 0.09% -32 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 73,607 $3.11M 0.1% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 73,259 $3.09M 0.01% +422 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 69,561 $2.94M 0.93% -7,113 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 69,787 $2.94M 2.55% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 69,787 $2.94M 2.55% +35,905 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 68,614 $2.9M 0.06% -61,740 13F-HR Timeline Group MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 68,129 $2.88M 1.59% +9,673 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 67,334 $2.84M <0.01% new 13F-HR Timeline Group PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 65,615 $2.77M 2.46% +15,328 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 65,365 $2.76M 0.01% +12,113 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 63,826 $2.69M 0.06% +1,116 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 61,800 $2.61M 1.13% +2,076 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Verus Financial Partners, Inc. 42,168 $1.79M 0.16% -423 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 41,185 $1.74M 0.4% +28,332 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 40,494 $1.7M 0.57% -492 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 39,793 $1.68M 1.54% +21,948 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 39,587 $1.67M 0.62% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,401 $1.66M 0.06% +5,816 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 38,316 $1.62M <0.01% +3,300 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 37,720 $1.59M 0.69% +1,640 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 37,506 $1.58M 0.13% +484 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 37,473 $1.58M 0.85% +7,115 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 36,675 $1.55M 0.73% -66,533 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 36,477 $1.54M 0.17% +1,576 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 36,382 $1.54M 0.21% +1,261 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,112 $1.52M <0.01% +3,236 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 34,920 $1.48M 1.11% -9,654 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 34,910 $1.47M 0.5% -5,867 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 34,686 $1.46M 0.29% +16,688 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 34,134 $1.44M 0.76% -187 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 33,644 $1.42M 0.73% +11,248 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 33,329 $1.41M 0.1% +507 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 33,139 $1.4M 0.39% +1,381 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 32,834 $1.39M 0.74% +3,960 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,754 $1.38M 0.06% +1,962 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 31,710 $1.34M <0.01% 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 31,690 $1.34M 0.47% +739 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 30,359 $1.28M 0.38% new 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 29,389 $1.24M 0.14% -64,423 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 27,693 $1.17M 0.16% +1,842 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,486 $1.16M 0.02% +14,000 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 27,002 $1.14M 0.29% +1,328 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 26,871 $1.13M 0.25% +18,466 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 26,767 $1.13M 0.68% +3,820 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 26,696 $1.13M 0.22% +2,463 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 26,407 $1.12M 0.13% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,264 $1.11M 0.02% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 25,685 $1.08M 0.25% -15,022 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 25,307 $1.07M 0.32% -5,805 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,910 $1.05M <0.01% +362 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 24,859 $1.05M 0.08% +10,710 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 24,646 $1.04M 0.46% +8,054 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,399 $1.03M 0.02% +14,420 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 24,257 $1.02M +5,095 Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 23,968 $1.01M 0.63% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 23,791 $1M 0.79% -100 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,765 $961K 0.01% new 13F-HR Timeline Group CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 22,221 $938K 0.96% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 22,187 $937K 0.58% +1,392 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 21,639 $914K 0.52% +315 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 20,903 $883K 0.09% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,571 $869K 0.05% +13 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 20,567 $868K 0.46% +3,420 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 19,924 $848K 0.08% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 19,836 $837K 0.29% -5,080 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 19,519 $824K 0.37% -332 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 19,457 $821K 0.36% -4,785 13F-HR Timeline 25 LLC More: the full row for 25 LLC 19,408 $819K 0.25% -701 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,768 $792K 0.28% -72 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,710 $790K 0.02% +537 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 18,624 $786K 0.29% -1,017 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 18,500 $781K 0.17% -2,525 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 18,305 $773K 0.07% -1,552 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 17,871 $755K 0.25% +3,706 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,457 $737K <0.01% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 17,383 $734K 0.02% +43 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 16,574 $700K 0.09% +533 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,528 $698K 0.15% -1,783 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 16,334 $690K 0.25% +411 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 16,152 $682K 0.05% +270 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,017 $676K 0.05% -206 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 14,592 $616K 0.47% -526 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 14,511 $613K 0.39% -320 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 14,409 $608K <0.01% +5,160 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,277 $603K 0.12% +6,698 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 14,171 $598K 0.58% -302 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,524 $571K 0.03% +6,762 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,530 $529K 1.52% -133,892 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,446 $525K <0.01% +3,704 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,332 $523K 0.01% +86 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,156 $513K 0.01% -47 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,013 $507K 0.06% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,982 $506K 0.01% +1,423 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/ 11,881 $503K <0.01% +397 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,909 $503K <0.01% -255 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 11,892 $502K 0.25% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 11,636 $488K 0.33% +2,615 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 11,389 $481K 0.36% +659 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 11,153 $471K 0.03% -11 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 11,038 $466K 0.22% +2,036 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,945 $462K 0.1% +938 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,927 $461K 0.09% -8,982 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,828 $457K 0.01% +1,340 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,701 $452K 0.04% +74 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 10,414 $440K +5,592 Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 10,008 $423K 0.25% +81 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,801 $414K 0.02% +746 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 9,503 $401K 0.13% -1,970 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,285 $392K 0.09% -25 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 9,177 $387K 0.03% +2,583 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,097 $384K 0.05% +1,847 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. 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