WIT, LLC More: the full row for WIT, LLC 5,483,220 $415M 6.63% +2,835,788 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,821,836 $289M 10.38% +1,979,216 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,473,459 $187M 15.21% +187,762 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,381,031 $180M 15.83% +2,238,470 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,295,655 $174M 0.01% +1,356,573 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,038,414 $154M 0.01% +625,551 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,015,129 $153M 7.46% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,417,380 $107M 2.26% -947,638 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,375,765 $104M 0.98% -108,078 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 995,026 $75.3M 6.34% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 967,024 $73.2M 4.46% -258,400 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 888,079 $67.2M 21.83% +80,425 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 830,196 $62.8M 0.01% -194,676 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 791,710 $59.9M 0.01% -150,450 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 698,414 $52.9M 4.23% +304,175 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 686,345 $51.9M 9.8% -106,883 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 682,813 $51.7M 9.14% +27,706 13F-HR Timeline GREENHAVEN ASSOCIATES INC More: the full row for GREENHAVEN ASSOCIATES INC 662,000 $50.1M 0.58% -534,425 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 639,028 $48.4M 5.08% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 629,035 $47.6M 0.02% +628,774 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 606,182 $45.9M 1.23% +380 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 600,000 $45.4M 0.02% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 570,543 $43.2M 0.01% +93,079 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 477,767 $36.2M 5.7% +101,487 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 477,000 $36.1M 0.07% new 13F-HR Timeline Group Cypress Capital, LLC More: the full row for Cypress Capital, LLC 454,572 $34.4M 9.33% -9,704 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 412,146 $31.1M 3.63% +28,629 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 411,969 $31.1M 0.44% -42,632 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 393,282 $29.8M 5.8% +56,855 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 375,921 $28.4M 2.23% +263,642 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 359,477 $27.2M 0.13% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 345,541 $26.2M 10% +342,878 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 337,853 $25.6M 3.79% +142,804 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 337,174 $25.5M 0.01% +80,277 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 333,308 $25.2M 2.14% +287,570 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 320,743 $24.3M 1.38% +47,638 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 316,787 $24M 0.01% +43,201 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 312,941 $23.7M 6.02% +31,146 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 307,599 $23.3M 0.03% -221,502 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 304,976 $23.1M 0.5% +50,919 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 296,971 $22.5M 0.41% +31,648 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 295,874 $22.4M 9.01% +111,083 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 294,437 $22.3M 2.38% +211,949 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 291,022 $22M 3.68% +57,399 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 278,340 $21.1M 3.26% +267,620 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 260,280 $19.7M 0.24% +170,121 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 252,241 $19.1M 0.86% -50,553 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 235,241 $17.8M 0.02% +161,160 13F-HR/A Timeline Group Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 232,718 $17.6M 7.78% +75,221 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 228,655 $17.3M 5.33% -101,753 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 220,015 $16.7M 2.74% +54,724 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 218,774 $16.6M 0.18% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 216,777 $16.4M 3.25% +24,840 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 215,300 $16.3M 0.01% -21,700 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 212,630 $16.1M 1.47% +16,730 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 205,882 $15.6M 1.16% +180 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 203,637 $15.4M 0.02% +25,313 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 202,544 $15.3M 1.24% -52,417 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 196,853 $14.9M 5.44% +126,690 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 194,532 $14.7M 0.5% -59,043 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 192,880 $14.6M 0.94% -50,130 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 189,195 $14.3M 4.92% 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 171,059 $12.9M 3.64% +36,628 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 170,790 $12.9M 0.24% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 167,513 $12.7M 4.19% -19,557 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 164,210 $12.4M 1.59% +62,100 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 162,810 $12.3M 0.07% +32,812 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 157,454 $11.9M 0.65% +3,161 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 149,475 $11.3M 11.21% +16,859 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 146,162 $11.1M 4.95% -6,510 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 138,941 $10.5M 0.37% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 138,816 $10.5M 1.07% +5,113 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 137,700 $10.4M 2.6% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 136,655 $10.3M 0.4% +24,635 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 134,338 $10.2M 0.09% -31,544 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 134,319 $10.2M 1.67% +42,794 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 134,034 $10.1M 0.01% +15,388 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 131,228 $9.93M 0.01% +72,876 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 123,662 $9.36M 0.57% +22,084 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 122,017 $9.23M 5.07% +5,514 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 121,657 $9.2M 0.03% +57,396 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 117,967 $8.93M 0.49% +12,110 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 114,851 $8.69M 4.49% -833 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 113,999 $8.63M 0.69% -105,149 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 113,821 $8.61M 6.25% +85,400 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 112,943 $8.55M <0.01% -74,024 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 111,335 $8.43M 0.1% +44,024 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 110,080 $8.33M 0.63% +3,164 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 104,631 $7.92M 0.01% -6,793 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 102,072 $7.72M 5.16% +47,615 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 102,045 $7.7M 0.38% -9,896 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 101,352 $7.67M 3.06% -87 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100,758 $7.63M 0.83% -14,612 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 92,693 $7.02M 0.01% +56,237 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 92,559 $7M 0.47% +35,942 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 87,833 $6.65M <0.01% +7,919 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 86,773 $6.57M 0.08% -3,869 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 83,378 $6.31M 2.13% +2,249 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 82,947 $6.28M 0.35% -1,924 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 82,836 $6.27M 0.41% +25,620 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 81,692 $6.18M 1.8% -9,771 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 80,444 $6.09M 0.69% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 78,806 $5.96M 3.17% +27,742 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 77,252 $5.85M 3.2% 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 76,446 $5.79M 2.38% -6,059 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 72,934 $5.52M 0.06% -7,734 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 72,296 $5.47M 1.97% -3,209 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 70,855 $5.36M 0.01% -2,503 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 69,798 $5.28M 0.08% -13,898 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 68,054 $5.15M 2.67% new 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 66,243 $5.01M 2.75% +7,027 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 66,157 $5.01M 1.44% -3,273 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 65,417 $4.95M 0.06% +62,462 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 65,038 $4.92M 0.34% +5,585 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 63,128 $4.78M 0.56% +21,920 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 62,839 $4.76M 2.23% +11,946 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 61,799 $4.68M 3.09% +23,472 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 61,721 $4.67M 2.32% +18,165 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 60,902 $4.61M 0.01% +11,777 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 60,593 $4.59M 0.14% -23,908 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 59,358 $4.49M 1.57% new 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 58,774 $4.45M 0.44% +29,186 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 57,635 $4.36M 2.08% +10,070 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 56,886 $4.31M 0.14% +469 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 56,089 $4.24M 1.99% -12,719 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 54,508 $4.13M 2.03% -22,247 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 54,425 $4.12M 0.1% -92 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 54,158 $4.1M 1.18% -430 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 53,418 $4.04M 0.66% +2,728 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 53,135 $4.02M 0.12% +22,006 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 52,970 $4.01M 0.31% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 52,819 $4M 0.04% -19,523 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 51,067 $3.86M 0.05% +44,192 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 50,912 $3.85M 0.09% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 49,656 $3.76M 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 48,412 $3.66M 0.09% +20,671 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 47,130 $3.57M 1.2% +13,594 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 46,017 $3.48M 1.56% +2,880 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 45,804 $3.47M 0.38% -4,091 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 45,291 $3.43M 1.37% -8,887 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 45,155 $3.42M 0.39% +3,033 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 44,809 $3.39M 0.21% +14,991 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 41,629 $3.15M 0.6% +38,852 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 41,629 $3.15M 0.51% +38,852 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 41,466 $3.14M 0.01% -48,782 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 40,554 $3.07M 0.27% +15,799 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,396 $3.06M 0.02% -144 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 39,700 $3M 0.18% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,077 $2.96M <0.01% +23,315 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 38,435 $2.91M 0.27% +32,051 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 38,152 $2.89M 0.71% +2,685 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 37,671 $2.85M 0.36% new 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 37,330 $2.83M 0.59% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 37,316 $2.82M 1.05% +11,424 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,048 $2.8M +25,927 Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 36,675 $2.78M 0.8% -28,216 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 36,623 $2.77M 0.88% -122 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 35,983 $2.72M 0.06% -9,184 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 34,822 $2.64M 0.75% -539 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 34,273 $2.59M 0.6% -215 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 33,779 $2.56M 0.05% -21,687 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 33,643 $2.55M 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,271 $2.52M 0.02% +11,003 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 33,061 $2.5M 0.11% -9,764 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 32,819 $2.48M 0.13% +17,811 13F-HR Timeline Maltin Wealth Management, Inc. 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More: the full row for Stratos Wealth Partners, LTD. 31,778 $2.41M 0.02% +24,456 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 31,082 $2.35M 0.1% -21,100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,448 $2.3M 0.04% -50 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 30,037 $2.27M 1.25% -8,391 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 30,034 $2.27M 0.66% +251 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 28,901 $2.19M 0.18% -448 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 28,753 $2.18M 0.25% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 28,709 $2.17M 0.92% -2,015 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 28,240 $2.14M 0.05% +258 13F-HR Timeline Group Northstar Group, Inc. 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