SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 218,541 $12.7M 0.01% -10,834 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 133,396 $7.73M 0.16% +6,881 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 98,999 $5.74M 3.08% -7,783 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 92,810 $5.38M 1.94% +5,435 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 59,353 $3.44M 0.03% +128 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 41,421 $2.4M 1.5% -2,326 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 29,966 $1.74M 1.06% -3,819 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 29,447 $1.71M 0.04% -1,326 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 24,689 $1.43M 0.16% -422 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 24,003 $1.39M 0.44% +592 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 21,696 $1.26M <0.01% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 21,457 $1.24M <0.01% +130 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,988 $1.16M 0.04% +130 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 16,964 $984K <0.01% +1,530 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,746 $970K <0.01% +1,400 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,425 $836K <0.01% +3,731 13F-HR Timeline Fairlight Advisors More: the full row for Fairlight Advisors 13,402 $777K 0.63% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,946 $750K <0.01% +154 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,550 $727K 0.11% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,554 $612K <0.01% +1,775 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 10,498 $608K 0.04% +190 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,111 $586K 0.01% +853 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,016 $580K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 9,895 $573K <0.01% +295 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,856 $571K <0.01% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 8,490 $492K <0.01% +3,141 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,621 $442K 0.04% -634 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 7,132 $413K 0.13% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,709 $389K 0.05% -349 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,552 $380K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,998 $348K <0.01% -1,911 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,218 $302K <0.01% +373 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,080 $294K <0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,032 $292K 0.02% +8 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,812 $279K <0.01% -253 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,547 $263K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,128 $239K 0.01% -2,590 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,128 $239K 0.03% -2,590 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,128 $239K 0.08% -2,590 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,989 $231K 0.05% -353 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,867 $224K 0.03% -5,021 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,823 $222K 0.02% -2,185 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,877 $167K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,557 $148K 0.01% -10 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,168 $126K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 2,159 $125K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,254 $71.7K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,160 $67.2K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,159 $67.2K 0.03% -752 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,171 $66.9K <0.01% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 960 $55.6K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 751 $43.5K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 645 $37.4K <0.01% +435 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 470 $27.2K <0.01% new 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 464 $26.9K 0.02% -75 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 351 $20.4K 0.01% -31 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 115 $6.66K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 110 $6.4K <0.01% -2 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 95 $5.5K <0.01% -5 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 68 $3.89K <0.01% +15 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 46 $2.67K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 43 $2.49K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 30 $1.74K <0.01% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 13 $733 <0.01% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $46 <0.01% 0 13F-HR Timeline Group