VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 160,591 $4.99M 0.55% +123,093 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 153,886 $4.78M 2.26% -6,592 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 150,506 $4.68M 2.93% -9,834 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 142,481 $4.43M 1.92% -13,604 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 141,807 $4.41M 0.55% -11,184 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 141,703 $4.41M 0.18% +4,448 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 141,671 $4.4M 0.01% +1,359 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 140,219 $4.36M 0.55% -10,277 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 131,323 $4.08M 0.52% +26,308 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 130,000 $4.04M 0.2% -20,000 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 129,374 $4.01M 0.35% -2,750 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 124,187 $3.86M 0.14% new 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 123,966 $3.85M 0.18% new 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 121,293 $3.77M 2.3% -12,719 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 121,045 $3.76M 4.08% +5,748 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 115,726 $3.62M 2.14% +69,187 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 115,517 $3.61M 0.14% -3,409 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 115,208 $3.58M 0.8% -27,033 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 114,393 $3.56M 0.04% +5,925 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 108,720 $3.38M 0.83% +2,786 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 107,608 $3.35M 2.76% -762 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 103,284 $3.22M 0.01% -1,238 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 101,560 $3.15M 0.57% +20,966 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 101,176 $3.15M 0.57% -1,673 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 99,700 $3.1M 1.57% +9,309 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 96,767 $3.07M 2.01% +659 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 96,418 $3M 2.05% +16,135 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 96,267 $2.99M 2.34% +9,243 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 94,831 $2.95M 1.3% -2,666 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 93,818 $2.92M 0.09% +8,143 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 90,522 $2.81M 1.25% +1,072 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 87,679 $2.73M 0.22% +21,324 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 87,517 $2.72M 0.22% -353 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 86,748 $2.7M 1.87% -62,097 13F-HR Timeline Willow Creek Wealth Management Inc. 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More: the full row for LEGACY FINANCIAL GROUP, INC. 81,687 $2.54M 0.75% +17,914 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 80,297 $2.5M 0.06% +5,523 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 79,910 $2.48M 0.37% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 79,259 $2.45M 0.14% +43,155 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 76,182 $2.37M 0.01% +22,430 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 73,651 $2.29M 0.84% +6,863 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 72,357 $2.25M 1.61% -4,612 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 80,850 $2.25M 1.35% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 70,979 $2.21M 0.5% +3,139 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 71,267 $2.2M 1.13% +16,733 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 69,076 $2.15M 0.9% +12,387 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 68,075 $2.12M 0.14% +5,425 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 67,657 $2.1M 0.01% -2,645 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 65,888 $2.05M 1.33% -400 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 65,263 $2.03M 0.25% +11,505 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 64,620 $2.01M 0.03% +875 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 62,718 $2.01M 1.38% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 63,256 $1.97M 0.24% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 63,069 $1.96M 0.12% +38,396 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 62,280 $1.94M <0.01% +57,739 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 60,113 $1.88M 0.29% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 60,128 $1.87M 0.87% +29,138 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 59,821 $1.86M 1.07% +22,976 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 59,449 $1.85M 0.89% +46,554 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 59,387 $1.85M 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 58,818 $1.83M <0.01% +1,035 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 55,518 $1.73M 0.34% +929 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,093 $1.71M 0.04% +4,878 13F-HR Timeline Group GEN Financial Management, INC. 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LLC. 46,677 $1.45M <0.01% +1,041 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 44,473 $1.38M 0.51% -279 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 44,254 $1.38M 0.03% -3,245 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,261 $1.34M 0.04% -66,746 13F-HR Timeline McGrath & Associates, Inc. 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More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 34,888 $1.08M 0.02% -2,156,566 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 34,761 $1.08M 1.8% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,553 $1.07M 0.01% +946 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 34,493 $1.07M 0.01% +18,325 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 33,948 $1.06M 0.16% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 33,732 $1.05M 0.83% -21,134 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 33,607 $1.04M 0.4% +16,283 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 33,527 $1.04M 0.01% -606 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 32,851 $1.02M 0.64% +6,210 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 32,134 $999K 0.45% -1,506 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,643 $984K 0.02% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 31,419 $977K 0.51% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 31,231 $971K 0.02% -2,132 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 31,139 $968K 0.66% -49,313 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 30,655 $953K 0.14% -35 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 30,621 $952K 0.9% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 30,365 $944K 0.07% -435 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 30,280 $941K <0.01% +3,356 13F-HR/A Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 30,021 $933K 0.42% +498 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 29,558 $919K 0.41% +9,490 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 29,171 $907K 0.01% +2,530 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 29,009 $902K 0.31% -99 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 28,922 $899K 0.05% +1,029 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 28,305 $880K 0.52% +4,930 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,977 $839K 0.02% -11,715 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,269 $817K <0.01% new 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 26,101 $811K 0.11% +12,844 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 25,198 $783K 0.2% +309 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 24,739 $769K 0.23% +12,905 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 27,204 $755K 0.46% +3,673 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 24,224 $753K 0.5% +716 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,000 $746K <0.01% 0 13F-HR Timeline Group Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 23,853 $742K 0.25% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 22,962 $714K 0.21% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 22,809 $709K 0.19% 0 13F-HR Timeline TAGStone Capital, Inc. 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More: the full row for Strathmore Capital Advisors, Inc. 21,416 $671K 0.3% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21,568 $671K 0.13% +3,050 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 21,172 $658K 0.34% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,157 $658K 0.03% +10 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 21,009 $653K 0.17% +14 13F-HR Timeline Capstone Financial Advisors, Inc. 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More: the full row for Disciplined Equity Management, Inc. 18,610 $579K 0.34% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,631 $548K 0.06% +3,638 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,431 $542K 0.01% new 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 17,326 $539K 0.14% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,315 $538K 0.01% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17,150 $533K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 17,072 $531K <0.01% +14,733 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 19,070 $530K 0.04% -59 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,859 $524K 0.13% +227 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,800 $522K <0.01% +1,800 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 16,571 $515K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 16,508 $513K 0.24% +223 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,358 $509K <0.01% 0 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 16,311 $507K 0.19% +158 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 16,298 $507K 0.04% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,052 $499K 0.01% -793 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 15,819 $492K 0.23% -6,821 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 15,651 $487K 0.03% -711 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,421 $479K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,307 $476K 0.04% +885 13F-HR Timeline Blue Trust, Inc. 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