Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,403,344 $63.3M +102,112 Timeline MASECO LLP More: the full row for MASECO LLP 1,012,064 $45.7M 1.28% +24,530 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 995,334 $44.9M 3.59% +64,141 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 984,898 $44.4M 0.13% +189,897 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 831,098 $37.5M 3.71% -9,313 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 767,312 $34.6M 5.68% +8,206 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 605,285 $27.3M 2.87% +19,181 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 426,583 $19.2M 6.18% +22,617 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 426,228 $19.2M 0.07% +10,059 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 393,481 $17.7M 6.57% +3,500 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 349,466 $15.8M 3.08% -566 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 309,218 $14M 0.04% +38,428 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 303,754 $13.8M 0.2% +13,843 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 269,201 $12.1M 0.16% +5,419 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 248,537 $11.2M 0.01% +65,653 13F-HR/A Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 239,760 $10.8M 0.47% +6,601 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 228,448 $10.3M <0.01% +169,818 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 220,624 $9.95M 6.21% +6,939 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 218,754 $9.87M 0.05% +160,368 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 203,314 $9.17M 1.96% +9,705 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 201,944 $9.11M 3.87% +7,912 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 185,179 $8.35M 0.79% +3,388 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 179,986 $8.12M 1.85% -159 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 156,527 $7.11M 0.01% +4,671 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 155,082 $6.99M 0.09% -576 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 153,263 $6.91M 0.55% +1,316 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 141,673 $6.39M 1.02% +16,550 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 130,867 $5.9M 2.27% +10,644 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 122,708 $5.53M 0.31% -90,256 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 122,582 $5.53M 0.03% -9,201 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 120,549 $5.44M 0.05% +8,842 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 117,845 $5.31M 0.01% -9,183 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 111,569 $5.03M 0.08% +151 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 111,174 $5.01M 1.05% +888 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 110,457 $4.98M 0.01% -4,396 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 110,345 $4.98M 0.22% +2,190 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 107,963 $4.87M 2.15% +13,069 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 104,113 $4.7M 0.01% +6,310 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 100,617 $4.54M 3.34% -1,372 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 99,011 $4.47M <0.01% -5,191 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 97,979 $4.42M 0.27% -12,028 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 97,777 $4.41M 0.08% +10,137 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 94,113 $4.24M 0.19% +859 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 92,563 $4.17M 0.92% +973 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 88,291 $3.98M 1.11% +22,472 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 86,254 $3.89M <0.01% -189,023 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 85,972 $3.88M 0.34% +936 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 84,219 $3.8M <0.01% +40,720 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 82,737 $3.73M 0.13% +6,681 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 80,540 $3.63M 0.23% -12,209 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 78,288 $3.53M 0.02% -6,435 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 74,975 $3.38M 1.73% +291 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 74,188 $3.35M 1.86% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 73,261 $3.3M 0.19% +9 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 67,915 $3.06M 2.12% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 61,850 $2.79M 0.29% -1,563 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 60,831 $2.74M 0.22% -8,322 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 59,271 $2.67M 1.26% -33,630 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 56,106 $2.53M 0.05% -7,961 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 53,237 $2.4M 0.76% +6,554 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 51,216 $2.31M <0.01% +7,610 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,588 $2.28M <0.01% -687 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 50,110 $2.26M 0.03% +44,102 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 48,794 $2.2M 0.54% +2,125 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 48,709 $2.2M 0.03% +20,309 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 48,414 $2.18M 0.06% -720 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 48,039 $2.17M 0.5% +1,606 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 48,027 $2.17M 1.17% +10,008 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 45,887 $2.07M 0.35% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 43,124 $1.94M 0.04% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 43,119 $1.94M 0.42% -1 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 42,829 $1.93M 0.04% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 41,988 $1.89M 0.21% +11,888 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 39,093 $1.76M 0.61% +159 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 37,957 $1.71M 0.02% +18,621 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 37,356 $1.68M 0.83% -1,124 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 37,289 $1.68M 0.16% +6,639 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 37,032 $1.67M 0.6% +6,987 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,133 $1.58M 0.02% +19,341 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 35,064 $1.58M 0.35% +385 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 34,897 $1.57M 1.33% +1,341 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 34,100 $1.54M 0.06% -19,566 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 33,535 $1.51M 0.06% +4,945 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,493 $1.51M 0.08% +1,335 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 32,181 $1.45M 0.72% -469 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 31,798 $1.43M 0.18% +18,397 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,527 $1.38M <0.01% +1,050 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28,558 $1.29M 0.13% -21 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 28,279 $1.27M 0.03% +1,880 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 27,105 $1.22M 0.25% +9,974 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 26,765 $1.21M 0.21% +522 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,064 $1.18M 0.01% -1,185 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 24,957 $1.13M 0.44% -118 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 23,118 $1.04M 0.43% +3,987 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 23,017 $1.04M 0.08% -1,300 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,879 $1.03M <0.01% +11,562 13F-HR Timeline Group Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 22,710 $1.02M 0.49% -2,096 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,076 $951K 0.01% +3,776 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 20,366 $941K 0.05% +562 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,823 $939K <0.01% +1,318 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,644 $931K <0.01% -9,519 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,043 $904K <0.01% -2,654 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 19,656 $886K 0.2% +525 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 17,926 $808K 0.63% +1,025 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 17,332 $782K 0.07% +141 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 17,231 $777K 0.3% -24 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 16,840 $759K 0.7% -78 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 16,597 $749K 0.31% -14 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 16,406 $740K 0.44% +6,077 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 16,340 $737K 0.14% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 15,228 $723K 0.24% +313 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 15,999 $722K 0.23% +132 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,774 $711K 0.01% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 15,765 $711K 0.24% +1,500 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 15,597 $703K 0.1% +135 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 15,370 $693K 0.08% +2,823 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 15,173 $684K 0.22% +4,651 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 15,151 $683K 0.15% +347 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 14,332 $646K 0.23% -1,411 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 13,938 $629K 0.19% +54 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,924 $628K 0.03% +1,389 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,686 $617K <0.01% +913 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 13,670 $617K 0.42% -11,234 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 13,662 $616K 0.19% +89 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 13,340 $602K 0.21% -4,420 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 13,320 $601K 0.78% +1,880 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 13,176 $594K 0.38% +145 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,008 $587K 0.03% +600 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 12,925 $583K 0.06% +1,722 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,516 $564K <0.01% -498 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 12,420 $560K 0.06% +161 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,274 $554K 0.12% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11,940 $538K 0.13% +141 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11,847 $534K 0.16% +140 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,816 $533K 0.06% +2 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,542 $521K 0.12% -249 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 11,512 $519K 0.08% +5,431 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 11,250 $507K 0.16% +275 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,179 $504K 0.36% +63 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 11,168 $504K 0.24% +1,426 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,124 $502K 0.24% -481 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,073 $499K <0.01% +417 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 10,923 $493K 0.24% +2,013 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,766 $486K <0.01% -7,797 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 10,608 $478K 0.16% -1,321 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,285 $464K 0.13% +153 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,929 $463K 0.02% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,179 $459K 0.16% -76 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 10,700 $458K 0.14% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 9,975 $450K 0.18% -602 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 9,959 $449K 0.12% +1,889 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,937 $448K 0.11% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 9,824 $443K 0.14% +11 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,808 $442K <0.01% +1,504 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,675 $436K <0.01% +117 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 9,246 $417K 0.19% +102 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 9,208 $415K 0.27% +79 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,100 $410K 0.06% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,087 $410K 0.05% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,697 $392K 0.13% +805 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 8,695 $392K 0.2% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 8,695 $392K 0.28% +2,930 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,426 $380K <0.01% -9,326 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 7,921 $357K 0.03% +9 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,860 $354K 0.27% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7,640 $345K 0.08% +172 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,638 $344K <0.01% -1,359 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,570 $341K 0.03% +349 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 7,531 $340K 0.02% +1,324 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7,467 $337K 0.17% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 7,384 $333K 0.09% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,192 $324K <0.01% +49 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,875 $312K 0.03% +66 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,895 $311K <0.01% +200 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 6,872 $310K 0.03% +81 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,814 $307K 0.11% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,798 $307K <0.01% +57 13F-HR/A Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,732 $304K 0.07% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,698 $302K <0.01% new 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,495 $293K 0.01% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,451 $291K 0.03% +76 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,306 $284K 0.08% +6 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,150 $277K 0.03% -50 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,135 $277K 0.07% -563 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,050 $273K 0.03% +54 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,830 $263K 0.08% +107 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,704 $257K 0.02% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. 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