CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,850 $1.53M -108 Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 12,774 $1.52M 0.63% +388 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,639 $1.51M 0.02% +226 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 12,486 $1.49M 1.42% +585 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,300 $1.47M 0.01% +888 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,131 $1.46M 0.02% -154 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 12,175 $1.45M 0.11% -1,163 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 12,074 $1.44M 0.38% -61 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 11,909 $1.42M 0.97% -103 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,810 $1.41M 0.14% +308 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,768 $1.4M 0.06% +485 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,732 $1.4M <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,722 $1.4M 0.02% -3,043 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,573 $1.38M 0.12% -178 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,426 $1.36M 0.29% +95 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,335 $1.35M 0.04% +122 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,017 $1.31M 0.01% -324 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,936 $1.3M 0.08% +89 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 10,810 $1.29M 0.3% +37 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,738 $1.28M 0.1% +692 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,415 $1.24M <0.01% +269 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,272 $1.22M 0.27% -243 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,236 $1.22M 0.02% +5,525 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 10,041 $1.2M 0.34% -573 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,860 $1.17M 0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,747 $1.16M 0.01% -638 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,745 $1.16M 0.01% 0 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,239 $1.1M 0.68% -79 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,171 $1.09M 0.11% +606 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9,398 $1.08M 0.09% -140 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,814 $1.05M 0.18% +304 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,741 $1.04M 0.01% -270 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,682 $1.03M 0.01% +15 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,676 $1.03M 0.04% -154 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,635 $1.03M <0.01% -386 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,629 $1.03M 0.19% -42 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,603 $1.02M 0.49% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,561 $1.02M <0.01% -179 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,486 $1.01M <0.01% -2,573 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,417 $1M 0.03% -835 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,496 $978K +3,702 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,100 $965K 0.02% +2,849 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 7,974 $950K 0.21% -172 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,960 $948K <0.01% -5 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,933 $945K 0.23% +394 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,842 $934K 0.01% -152 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,758 $924K 0.28% +206 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,625 $908K <0.01% +123 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,393 $881K <0.01% +1,478 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,964 $866K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,267 $866K 0.02% -185 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 7,222 $860K 0.31% -652 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,187 $855K 0.06% +1,551 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 7,173 $855K 0.02% -137 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,084 $844K 0.02% -27 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,922 $825K 0.05% +765 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,876 $819K 0.09% -48 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,811 $811K 0.05% -504 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 6,747 $804K 0.52% -40 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 6,693 $797K 0.23% -1,737 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,692 $797K 0.08% +250 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,500 $774K 0.01% +331 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,472 $771K 0.21% -2,461 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,453 $769K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,370 $759K 0.02% -96,200 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,319 $753K 0.01% +64 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,206 $739K 0.28% -144 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,096 $726K <0.01% -488 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,085 $725K 0.07% +7 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 6,070 $723K 0.06% -300 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,991 $714K 0.72% +220 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,024 $712K 0.08% -261 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,975 $712K 0.19% -64 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,133 $709K 0.04% -533 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,747 $685K <0.01% +2,934 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,676 $676K 0.01% -56 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,668 $675K 0.02% +1,376 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,516 $657K 0.01% +145 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,493 $654K 0.32% -30 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,480 $653K 0.23% +10 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,457 $650K <0.01% +756 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,437 $648K 0.17% +1,989 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,409 $644K 0.16% +367 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,383 $641K 0.09% +291 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,377 $641K 0.02% -180 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,349 $637K 0.38% +293 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,330 $635K <0.01% -177 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,321 $634K <0.01% -85 13F-HR Timeline Group Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 5,458 $629K 0.39% -40 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,278 $629K 0.05% -8,454 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,225 $622K 0.01% +84 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,194 $619K <0.01% +3,703 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,207 $615K 0.21% -28 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,162 $615K 0.05% +425 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,085 $606K 0.09% +1,370 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,058 $603K 0.16% +19 13F-HR/A Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,043 $601K 0.21% +8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,020 $598K 0.01% +150 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,983 $594K 0.04% -13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,959 $591K 0.11% +4,676 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,853 $578K <0.01% -450 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,745 $565K 0.03% 0 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,740 $565K 0.24% -193 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,736 $564K 0.14% +1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,681 $558K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,667 $556K 0.01% -67 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,634 $552K 0.06% -4,652 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,527 $539K 0.14% -113 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,432 $528K 0.03% -100 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,424 $527K 0.28% -14 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 4,327 $515K 0.46% -140 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,267 $508K 0.12% +97 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,260 $507K 0.02% -31 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,257 $507K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,236 $505K 0.02% +2,731 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,229 $504K 0.09% +8 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,216 $502K 0.01% 0 13F-HR Timeline Group WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,137 $493K 0.34% +1,265 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $477K 0.22% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,960 $472K 0.06% -1,220 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,930 $468K 0.03% -3 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,926 $468K <0.01% +20 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,919 $467K <0.01% +947 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,895 $464K <0.01% -127 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,885 $463K 0.09% +299 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,873 $461K <0.01% 0 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,851 $459K 0.02% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,842 $458K 0.02% +437 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,823 $455K 0.24% +68 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,797 $452K 0.12% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,762 $448K <0.01% +2,776 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,735 $445K 0.27% -200 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,718 $443K 0.42% +281 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,707 $442K 0.02% +75 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,701 $441K 0.04% -367 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,677 $438K 0.39% +191 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,669 $437K 0.07% -539 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,628 $432K 0.3% +924 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,607 $430K <0.01% +2 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,596 $428K 0.21% +7 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,514 $419K <0.01% -30 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 3,450 $411K 0.07% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,426 $408K 0.01% +78 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,412 $406K 0.09% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,388 $404K 0.01% +51 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,386 $403K 0.19% -300 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,383 $403K 0.03% -199 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 3,377 $402K 0.14% -200 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,359 $400K 0.05% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,345 $399K 0.05% -121 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,324 $396K 0.18% -2 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,314 $395K 0.02% +4 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,300 $393K 0.1% +4 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,291 $392K <0.01% -5 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,250 $387K 0.01% 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. 3,248 $387K <0.01% +1 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 3,150 $375K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,115 $371K 0.01% -971 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,090 $368K 0.01% -74 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,024 $360K 0.11% -298 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 2,990 $356K 0.12% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,966 $353K <0.01% -87 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,961 $353K 0.11% +71 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,923 $348K <0.01% 0 13F-HR/A Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,805 $334K 0.12% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,791 $332K 0.02% +285 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 2,750 $328K 0.24% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,733 $326K 0.01% +463 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,657 $317K 0.01% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,611 $303K 0.03% -414 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 2,509 $299K 0.08% -2,261 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,503 $298K 0.07% +1,593 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,485 $296K 0.06% +40 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,413 $287K 0.05% -73 13F-HR/A Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,382 $284K 0.12% -39 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,388 $282K 0.22% -17 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,312 $275K 0.17% -109 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,293 $273K 0.09% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,288 $273K 0.08% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,263 $270K <0.01% new 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,257 $269K 0.01% -139 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,231 $266K <0.01% -226 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 2,222 $265K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,221 $265K 0.08% +3 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,212 $263K <0.01% new 13F-HR/A Timeline Share Andrew L. More: the full row for Share Andrew L. 2,180 $260K 0.13% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,175 $259K 0.02% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,113 $252K <0.01% -10 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,147 $250K 0.01% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,090 $249K 0.09% +1 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,080 $248K 0.08% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,054 $245K 0.01% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,053 $245K 0.08% -239 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,046 $244K 0.05% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,023 $241K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,987 $237K 0.09% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,983 $236K 0.02% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,966 $234K 0.08% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,964 $234K <0.01% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,944 $232K 0.17% -181 13F-HR Timeline