Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,553,044 $91.3M 6.4% -99,566 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,055,202 $71.8M 0.03% +432,344 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,424,431 $51M 0.88% +83,306 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 987,813 $35.3M 0.01% +48,194 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 954,524 $34.2M 0.04% +21,842 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 832,153 $29.8M 0.93% +157,256 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 758,832 $27.2M 8.26% +27,932 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 734,090 $26.3M <0.01% -97,282 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 701,289 $25.1M 6.96% -3,312 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 676,015 $24.2M 3.61% +1,310 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 605,833 $21.7M 0.11% -213 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 587,710 $21M 2.6% +519,119 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 585,452 $20.9M 1.12% +34,277 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 579,741 $20.7M 0.05% +29,267 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 569,480 $20.4M 3.92% +461,271 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 549,150 $19.6M 15.62% -159 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 507,088 $18.1M 6.14% +1,541 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 500,000 $17.9M <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 495,000 $17.7M 0.21% new 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 488,464 $17.5M 7.66% +5,483 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 488,266 $17.5M 0.79% +48,424 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 447,821 $16M 0.41% +8,180 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 411,910 $14.7M 4.04% -9,871 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 346,462 $12.4M 3.76% -19,232 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 345,603 $12.4M 1.29% -8,049 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 329,925 $11.8M 2.02% -589 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 272,449 $11.2M 9.76% +83,221 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 305,503 $10.9M <0.01% +151,370 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 275,241 $9.85M 0.05% +3,895 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 268,085 $9.59M 5.06% +2,245 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 262,085 $9.38M 1.6% -223 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 257,431 $9.21M 2.73% -93,722 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 231,755 $8.29M 1.9% -20,286 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 231,195 $8.27M 0.02% +6,420 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 228,234 $8.17M 0.09% +7,505 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 209,039 $7.48M 3.04% +11,288 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 205,355 $7.35M 0.79% -3,921 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 203,938 $7.3M 0.6% +9,526 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 184,339 $7.29M 0.11% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 200,501 $6.76M 0.13% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 187,324 $6.7M 0.05% -4,658 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 183,475 $6.56M 0.58% -640 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 182,132 $6.52M 0.01% +82,177 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 176,980 $6.33M 1.88% -2,971 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 175,780 $6.29M 2.2% +9,037 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,094 $5.98M <0.01% +22,852 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 164,009 $5.87M 0.03% +90,551 13F-HR Timeline Group United Wealth Management, LLC More: the full row for United Wealth Management, LLC 162,429 $5.81M 1.44% +2,888 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 158,354 $5.67M 0.04% -3,978 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 167,911 $5.64M 2.65% +16,368 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 154,294 $5.52M 0.74% +4,133 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 146,649 $5.25M 0.24% -31,375 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 140,064 $5.01M 4.31% +5,762 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 139,942 $5.01M <0.01% +9,410 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 137,442 $4.92M 0.65% +5,628 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 137,311 $4.91M <0.01% +52,662 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 133,786 $4.79M 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 125,524 $4.51M 0.04% +8,091 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 121,564 $4.35M 0.01% -130,818 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 116,864 $4.18M 2.44% +7,161 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 116,735 $4.18M 3.52% -1,001 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 122,072 $4.12M 0.2% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 112,950 $4.04M 1.64% +2,299 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 112,014 $4.01M 0.01% +55,052 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 112,139 $4M 0.01% +3,596 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 111,490 $3.99M 0.02% +6,476 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 110,950 $3.97M 0.15% +229 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 94,612 $3.75M 0.08% +6,697 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 102,680 $3.67M 0.05% +3,983 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 101,802 $3.64M 0.04% +3,381 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 101,357 $3.63M 2.18% -589 13F-HR Timeline Summit Portfolio Management, LTD. More: the full row for Summit Portfolio Management, LTD. 96,986 $3.47M 2.23% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 95,765 $3.43M 0.01% +1,611 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 92,249 $3.3M 1.38% +1,453 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 88,975 $3.18M 0.6% +9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 87,621 $3.14M 0.01% -5,825 13F-HR/A Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 87,028 $3.11M 1.96% +2,354 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 85,293 $3.05M 2.43% +5,500 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 82,260 $2.94M 1.62% +25 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 81,022 $2.9M 1% -1,281 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 78,501 $2.81M 0.28% +9,126 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 77,506 $2.77M 1.17% +13,685 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 76,720 $2.75M 0.01% -7,634 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 74,712 $2.67M 0.55% +342 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 73,892 $2.64M 0.01% +28,546 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 73,128 $2.62M new Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 68,341 $2.45M 0.19% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 68,105 $2.44M 0.18% -5,065 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,052 $2.4M 0.02% +9,818 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 65,715 $2.35M <0.01% +2,962 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 65,188 $2.33M 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 61,655 $2.21M 0.01% -3,803 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 55,649 $1.99M 2.93% -3,066 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,186 $1.99M <0.01% -964 13F-HR/A Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 55,563 $1.99M 0.42% -534 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 55,437 $1.98M 0.54% +15,823 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 50,890 $1.82M <0.01% +18,793 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 50,790 $1.82M 0.15% -252 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49,981 $1.79M 0.06% +1,258 13F-HR Timeline Group Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 49,563 $1.77M 0.59% +16,508 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 49,326 $1.76M 0.66% -1,369 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 48,360 $1.73M 0.61% -415 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 48,154 $1.72M 0.46% -1,092 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 47,098 $1.69M 0.91% +2,359 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 46,623 $1.67M 0.01% -14,288 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 43,931 $1.57M +451 Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 43,479 $1.56M 1.27% +3,937 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 43,323 $1.55M 1.59% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,098 $1.54M 0.03% -700 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 43,076 $1.54M 0.31% +8,027 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,550 $1.52M <0.01% +11,896 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 42,037 $1.5M 1.14% -2,233 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 40,812 $1.46M <0.01% +3,583 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 40,131 $1.44M 0.01% +2,139 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 39,760 $1.42M 0.61% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 39,563 $1.42M 0.13% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 39,131 $1.4M 0.86% +871 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 39,103 $1.4M 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 37,342 $1.34M 0.01% +6,272 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 36,725 $1.31M 0.25% -3,350 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 36,189 $1.29M 0.23% -6,754 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 34,685 $1.24M 0.12% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 33,587 $1.2M <0.01% -6,324 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 32,612 $1.17M 0.18% -228 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,269 $1.15M <0.01% -34,293 13F-HR Timeline Group Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 32,179 $1.15M 0.97% +443 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 31,659 $1.13M 0.33% +6,211 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 31,426 $1.12M 0.45% -166 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 30,275 $1.08M 0.03% +2,264 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 29,321 $1.05M 0.6% +514 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 29,042 $1.04M 0.15% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 28,812 $1.03M 0.01% -1,039 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 26,830 $960K 0.03% -3,630 13F-HR/A Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 23,034 $824K 0.21% +1,541 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 22,676 $811K 0.13% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,719 $777K 0.04% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 21,478 $768K 0.14% +107 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 21,337 $763K 0.37% +1,193 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 21,226 $759K 0.15% new 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 21,093 $755K 0.82% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 21,019 $752K 0.25% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,503 $734K <0.01% +3,872 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,335 $728K 0.04% 0 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 20,140 $721K 0.75% +5,296 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 20,115 $720K 0.44% +3,091 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,878 $711K <0.01% +13,702 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 17,453 $687K 0.36% +630 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 18,789 $672K 0.53% +707 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 18,530 $663K 0.27% +60 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 17,904 $641K 0.05% -168 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,641 $631K 0.07% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 17,336 $620K 0.28% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 17,277 $618K 0.06% new 13F-HR Timeline Group ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 16,829 $602K 0.54% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 16,223 $585K 0.22% +386 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 16,002 $573K 0.11% +3,324 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,995 $572K <0.01% -738 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 15,950 $571K 0.2% +300 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 14,954 $535K 0.19% -10,197 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 14,777 $529K 0.06% +5,318 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 14,000 $501K 0.41% +2,157 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 13,697 $490K 0.33% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 11,820 $488K 0.29% +1,777 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 13,570 $486K 0.4% +140 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,310 $476K 0.1% +1,458 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 12,823 $459K 0.26% +2,912 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,425 $445K <0.01% -398 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,285 $440K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,090 $433K 0.06% -73 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,021 $430K 0.01% +1,060 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,642 $417K 0.15% -524 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,616 $416K <0.01% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 11,377 $407K 0.34% -1,051 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 11,108 $397K 0.41% -60 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,978 $393K <0.01% +3,094 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,960 $392K 0.03% +137 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,882 $389K 0.01% +9,737 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,853 $388K <0.01% +460 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,847 $388K 0.21% -63 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,760 $385K 0.02% -1,598 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 10,612 $380K 0.18% +579 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 9,818 $351K 0.03% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 9,803 $351K 0.02% -20,975 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 9,729 $348K 0.33% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 9,357 $335K 0.17% -233 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,285 $332K <0.01% +3,208 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,125 $326K <0.01% -135 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,114 $326K 0.06% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 9,070 $325K 0.05% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,907 $319K 0.09% -252 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,661 $310K 0.17% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,502 $302K 0.13% +904 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,397 $300K 0.11% +200 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 8,376 $300K 0.07% -586 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,193 $293K 0.01% new 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 7,962 $285K 0.17% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,864 $281K 0.01% +1,783 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,848 $281K <0.01% +570 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,594 $272K 0.08% +1,518 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,784 $267K 0.09% new 13F-HR Timeline