AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 175,132 $7.12M <0.01% +40,376 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 174,563 $7.09M 0.04% +25,245 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 174,184 $7.08M 2.16% +8,586 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 173,741 $7.06M 0.14% +1,196 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 172,071 $6.99M +829 Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 171,254 $6.96M 1.82% +10,141 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 166,772 $6.78M 3.23% +2,335 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 165,834 $6.74M 5.83% +10,505 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 165,470 $6.72M 1.91% -2,069 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 163,825 $6.66M 2.43% +13,263 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 163,453 $6.64M 4.34% -15,764 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 163,061 $6.63M +47,440 Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 155,509 $6.32M 2.99% -6,484 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 155,277 $6.31M 3.89% +34,733 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 152,960 $6.22M 0.16% +32,811 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 154,080 $6.17M <0.01% -2,463 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 150,245 $6.11M 0.07% +129,706 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 148,271 $6.03M 6.38% +1,180 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 147,831 $6.01M 0.07% -21,781 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 146,226 $5.94M 0.02% +9,589 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 142,448 $5.79M 4.15% -3,708 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 140,669 $5.72M 0.97% +13,522 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 139,584 $5.67M 4.41% +4,441 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 137,051 $5.57M 3.47% -422 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 134,106 $5.45M 0.24% -1,377 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 132,817 $5.4M 2.82% +806 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 131,403 $5.34M 3.06% +439 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 131,314 $5.34M 1.95% +7,140 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 128,655 $5.23M 0.04% -2,932 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 128,595 $5.23M 1.4% -3,674 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 127,449 $5.18M 0.2% +1,604 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 127,302 $5.17M 2.41% +541 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 126,772 $5.15M 0.91% -995 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 122,904 $4.99M 0.44% +6,970 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 121,426 $4.93M <0.01% -979,394 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 120,851 $4.91M 0.56% +6,063 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 119,479 $4.86M 1.87% -80 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 119,407 $4.85M 3.14% -531 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 116,936 $4.75M 0.22% -2,031 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 115,280 $4.68M 1.09% +6,252 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 111,245 $4.52M 1.7% +3,230 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 111,890 $4.47M 0.43% +924 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 109,192 $4.44M 0.48% -2,110 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 107,440 $4.37M 3.31% +1,713 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 105,365 $4.28M 1.57% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 104,168 $4.23M 0.14% +598 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 104,043 $4.23M 1.45% +7,299 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 103,592 $4.21M 0.14% +12,634 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 103,029 $4.19M 0.01% +1,018 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 100,926 $4.1M 3.48% -4,089 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 117,393 $4.1M 0.01% +73,572 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 100,774 $4.1M 2.88% +9,183 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 100,233 $4.07M 3.47% +9,674 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 98,255 $3.99M 1.28% -2,187 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 97,977 $3.98M 0.89% +1,289 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 96,672 $3.93M 1.64% -12,725 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 95,318 $3.87M 0.77% +16,877 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 94,943 $3.86M 2.35% +44 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 94,862 $3.86M 1.52% -2,900 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 94,261 $3.83M 1.83% +10,681 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 94,064 $3.82M 1.77% -2,267 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 93,367 $3.73M 0.58% -824 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 90,518 $3.68M 0.44% -1,390 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 86,470 $3.51M <0.01% -90,174 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 85,847 $3.49M 0.19% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 84,658 $3.44M <0.01% +22,990 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 84,159 $3.42M 0.05% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 83,714 $3.4M 0.26% -1,475 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 82,305 $3.34M 3.19% -4,718 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 81,302 $3.3M 0.57% +3,364 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 80,922 $3.29M <0.01% +31,019 13F-HR Timeline Group BluePrint Investing LLC More: the full row for BluePrint Investing LLC 80,300 $3.26M 2.74% +559 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 82,727 $3.26M 0.22% -2,221 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 79,564 $3.23M 2.71% +1,861 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 80,544 $3.21M <0.01% +36,578 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 77,045 $3.13M 0.82% -3,106 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 81,105 $3.09M 0.17% -27,140 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 80,241 $3.08M 0.06% +85 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 75,333 $3.06M 0.18% +3,955 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 80,187 $3.03M 0.64% -4,792 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 74,333 $3.02M 0.03% +9,165 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 74,237 $3.02M 0.42% -4,395 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 73,665 $2.99M 0.37% +11,647 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 73,277 $2.98M 0.05% -1,351 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 72,405 $2.94M 0.02% +5,184 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 72,305 $2.94M 0.03% +31,292 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 72,277 $2.94M 0.1% -21,987 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 71,406 $2.9M 0.06% +59,637 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 71,312 $2.9M 0.11% -2,521 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 70,103 $2.85M 0.31% +17,481 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 69,490 $2.82M 1.63% +2,497 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 69,073 $2.81M 1.59% -10,607 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 68,715 $2.79M 0.79% +11,706 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 69,225 $2.78M 0.38% -29,159 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 67,472 $2.74M 1% -312 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 78,625 $2.72M 0.11% new 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 65,754 $2.67M 1.78% -1,686 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 65,341 $2.66M 1.15% +11,596 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 64,855 $2.64M 1.05% -6,307 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 64,273 $2.61M 0.02% -526 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 64,061 $2.6M 1.69% -2,877 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 67,682 $2.58M 0.15% +1,884 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 62,805 $2.55M 0.64% -2,459 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 59,534 $2.42M 0.04% +3,332 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 60,374 $2.42M 0.08% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 59,329 $2.41M 1.71% -2,528 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 59,186 $2.4M <0.01% +944 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 58,901 $2.39M 0.4% -2,207 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 58,475 $2.38M 0.97% +1,542 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 58,411 $2.37M 0.24% +25,953 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 56,756 $2.31M 0.12% +1,730 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 56,315 $2.29M 0.39% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,404 $2.25M 0.01% -3,389 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 55,200 $2.24M 1.1% +3,271 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 55,064 $2.24M 0.05% +2,882 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 54,889 $2.23M 0.27% +186 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 54,403 $2.21M 0.87% +50 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 54,329 $2.21M 1.09% -371 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 54,248 $2.2M 0.09% +5,549 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 53,933 $2.19M 0.3% -7,560 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 52,420 $2.13M 1.51% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 51,904 $2.11M 0.03% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 50,592 $2.06M 0.23% new 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 49,952 $2.03M 1.84% -1,646 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 49,743 $2.02M 0.71% -1,005 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 49,313 $2M 0.74% +4,523 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 48,275 $1.96M 0.63% -3,012 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 47,675 $1.94M 0.99% -4,317 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 47,480 $1.93M <0.01% -78,481 13F-HR Timeline Group Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 47,274 $1.92M 0.54% -1,348 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 49,089 $1.92M 2.25% +12,596 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 48,677 $1.9M 0.7% -1,026 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 50,112 $1.89M 1.17% +62 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 46,550 $1.89M <0.01% +6,245 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 46,276 $1.88M 1.37% -545 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 45,888 $1.86M 0.82% +1,372 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 45,353 $1.84M 0.18% +8,512 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 45,295 $1.84M 0.72% -18 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 46,104 $1.83M 0.82% -717 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 46,304 $1.81M 1.08% +7,026 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 43,219 $1.76M 0.7% +700 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 42,603 $1.73M 1.23% -6,755 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 44,059 $1.72M 0.55% -4,521 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 42,349 $1.72M 1.28% -69 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 42,235 $1.72M 0.81% -737 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 44,213 $1.71M 0.46% +3,633 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 43,733 $1.65M 0.43% +22,363 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 40,541 $1.65M <0.01% +36,034 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 39,760 $1.62M 0.23% +9,749 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 39,289 $1.6M 0.88% -461 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,224 $1.59M <0.01% +23,858 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 38,881 $1.58M 1.09% +497 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,108 $1.56M 0.04% +120 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 37,464 $1.52M 1.1% +584 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 36,710 $1.49M 1.26% +141 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 36,529 $1.48M 0.02% +239 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 36,131 $1.47M 0.05% +1,006 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 36,016 $1.46M 0.79% -598 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 35,788 $1.45M 0.43% 0 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 34,231 $1.39M 1.27% -114,816 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 33,592 $1.37M 0.09% +3,434 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 33,568 $1.36M 0.27% +12,229 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 32,967 $1.34M 0.17% -6,100 13F-HR Timeline 25 LLC More: the full row for 25 LLC 32,857 $1.34M 0.37% +1,517 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 32,206 $1.31M 0.04% -2,272 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 31,958 $1.3M +21,036 Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 34,164 $1.29M 0.64% -1,008 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,406 $1.28M 0.03% +4,447 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 31,283 $1.27M 0.39% -2,193 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,155 $1.27M 0.02% +3,328 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 30,804 $1.25M 0.45% +4 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 30,388 $1.23M 1.02% -164 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 29,719 $1.21M 0.24% +3,635 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 29,297 $1.19M 0.08% +543 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 29,174 $1.19M 0.01% +2,779 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,173 $1.19M 0.02% +2,154 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 28,069 $1.14M 0.14% +873 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 27,775 $1.13M 0.36% -776 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 27,764 $1.13M 0.02% +5,870 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 27,447 $1.12M 0.75% -1,093 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 27,930 $1.11M 0.6% +2,963 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 27,060 $1.1M 0.6% -483 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 26,911 $1.09M 0.17% +51 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 26,724 $1.09M 0.1% -67,806 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 26,304 $1.07M 0.01% +2 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 25,768 $1.05M 0.2% -1,428 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 25,499 $1.04M 0.46% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 24,801 $1.01M 0.43% +175 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 24,583 $999K 0.71% -1,032 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 22,804 $927K 0.02% -862 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 22,508 $915K 1.29% +1,034 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,098 $898K 0.01% -647 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 21,883 $889K 0.52% -625 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 21,682 $881K 0.28% +2,341 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,493 $873K 0.01% +2,023 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 21,397 $870K 0.24% +7,816 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 20,284 $824K 0.32% +137 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,170 $820K <0.01% +4,122 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,780 $804K 0.02% new 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 19,734 $802K 0.6% -96 13F-HR Timeline