Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 20,963 $700K 0.02% -13,313 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 20,958 $699K 0.2% +620 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 20,549 $686K 0.37% +155 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,241 $675K 0.01% +4,414 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,231 $675K <0.01% -317 13F-HR Timeline Group RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 20,208 $674K 0.22% +392 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 20,070 $674K 0.34% -202 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,149 $672K 0.06% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,872 $663K 0.02% +1,780 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 19,840 $662K 0.5% +206 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 19,741 $659K 0.09% -105 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 19,523 $657K 0.79% -8,667 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 19,454 $649K 0.12% -861 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 19,264 $643K 0.14% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 19,118 $638K <0.01% +719 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 18,761 $626K 0.04% -274 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 18,843 $620K 0.03% -270,008 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 18,526 $618K 0.3% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 18,299 $611K 0.12% +7,375 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,283 $610K +137 Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,828 $595K 0.18% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 17,824 $595K 0.42% +1,597 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17,762 $593K 0.22% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 17,680 $590K 0.03% -2,928 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,599 $587K 0.01% -229 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for Equitable Holdings, Inc. 17,203 $574K <0.01% +8,628 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 17,196 $574K 0.39% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 17,069 $570K 0.09% +404 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 17,000 $567K 0.12% +854 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,921 $565K 0.01% -15,818 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 16,769 $560K 0.15% +798 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 16,705 $557K 0.3% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,572 $553K 0.03% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,494 $550K 0.01% -1,205 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 16,158 $539K 0.12% +921 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 16,095 $537K 0.35% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 15,847 $529K 0.04% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,801 $527K <0.01% +3,275 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,778 $527K 0.01% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15,752 $526K 0.15% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,734 $525K 0.06% -135 13F-HR Timeline Sterling Financial Planning, Inc. 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Prosperity Capital Advisors 10,713 $357K 0.02% -139 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,660 $356K 0.1% +109 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,630 $355K 0.12% +3,133 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,608 $354K <0.01% -6,073 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,520 $351K 0.05% +3,266 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,447 $349K 0.04% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,382 $346K 0.01% +662 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 10,344 $345K 0.02% -86 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 10,286 $343K 0.09% -750 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 10,251 $342K 0.11% -80 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 10,143 $338K 0.32% -93 13F-HR Timeline Twele Capital Management, Inc. 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More: the full row for Washington Trust Advisors, Inc. 9,655 $322K 0.02% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 9,628 $321K 0.03% -16 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Lucia & Associates, LLC 8,734 $291K 0.11% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 8,707 $291K 0.03% +375 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 8,649 $289K 0.16% +15 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,606 $287K 0.04% +1,300 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,601 $287K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,578 $286K <0.01% +2,183 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 8,376 $280K 0.13% -132 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Parkshore Wealth Management, Inc. 8,195 $273K 0.11% -53 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,141 $272K 0.02% -2,831 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,132 $271K 0.05% -1,197 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,075 $269K 0.08% -1,221 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,048 $269K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,835 $267K 0.02% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,000 $267K 0.08% +5,590 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,925 $264K 0.05% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7,833 $261K 0.07% +54 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,802 $260K 0.14% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,655 $258K 0.01% -1 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,147 $256K 0.01% 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 7,655 $255K 0.17% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 7,655 $255K 0.14% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 7,552 $252K 0.11% -28,917 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,485 $250K 0.01% -997 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,481 $250K 0.01% +220 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,455 $249K <0.01% 0 13F-HR Timeline Group Facet Wealth, Inc. 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