Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,430 $283K 0.02% +4 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,425 $282K 0.41% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,419 $281K <0.01% +8 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,417 $281K 0.16% -33 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,408 $279K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,400 $277K 0.04% +2 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,400 $277K 0.1% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,400 $277K 0.17% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,398 $277K 0.06% +6 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 1,396 $277K 0.36% +8 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,388 $275K 0.09% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,387 $275K 0.03% +104 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,385 $275K 0.09% -50 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,384 $274K 0.18% +8 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,380 $274K 0.05% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,380 $273K 0.02% +1 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,376 $273K 0.23% new 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,360 $270K 0.15% -13 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,353 $268K 0.37% -30 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,352 $268K 0.04% -109 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,343 $266K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,341 $266K 0.04% +151 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,330 $264K 0.01% 0 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 1,323 $262K 0.2% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,316 $261K 0.13% -108 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,315 $261K 0.1% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,312 $260K 0.13% +7 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,312 $260K 0.13% 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,310 $260K 0.09% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,314 $259K 0.02% new 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,308 $259K 0.17% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,308 $259K 0.07% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,304 $258K 0.25% 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,285 $257K 0.06% 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,295 $257K 0.26% 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,291 $256K <0.01% +173 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,290 $256K 0.02% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,289 $256K 0.17% -10 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,285 $255K 0.23% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,280 $254K 0.05% -20 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,269 $251K 0.02% -79 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,265 $251K 0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,263 $250K 0.07% +183 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,261 $250K 0.03% -1 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,260 $250K 0.03% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,260 $250K 0.01% +1,050 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,254 $249K 0.01% -8 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,251 $248K 0.06% -20 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,250 $248K 0.01% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,249 $248K 0.07% +7 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,248 $247K 0.01% -136 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,248 $247K 0.06% -11 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,237 $247K 0.06% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,244 $246K 0.13% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,231 $244K 0.02% -144 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,231 $244K 0.07% +20 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,228 $243K 0.02% +13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,228 $243K 0.07% +1 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,215 $241K 0.23% 0 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,212 $240K 0.01% -71 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,208 $239K 0.02% -154 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,209 $239K 0.13% -11 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,204 $239K 0.02% -5 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,200 $238K 0.03% +6 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,200 $238K 0.21% new 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,148 $238K 0.14% +3 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,198 $237K 0.08% +18 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,188 $235K 0.03% -6 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,185 $235K 0.09% +7 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Strategic Financial Services, Inc. 1,165 $231K 0.01% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,164 $231K 0.06% +7 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,162 $230K 0.11% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,161 $230K 0.09% -272 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,155 $229K 0.01% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,153 $228K <0.01% new 13F-HR Timeline Group Insight Inv LLC More: the full row for Insight Inv LLC 1,143 $227K 0.16% +225 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,141 $226K 0.13% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,135 $225K 0.14% +29 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,133 $225K 0.06% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,130 $224K 0.09% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,129 $224K 0.02% 0 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,126 $223K 0.04% -94 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,125 $223K 0.15% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,123 $223K 0.06% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,119 $222K 0.01% +13 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,118 $221K 0.01% +2 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,115 $221K 0.07% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,116 $221K 0.05% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,113 $221K 0.07% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,111 $220K 0.2% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,108 $220K 0.07% -130 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,105 $219K 0.16% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,104 $219K 0.04% +668 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,104 $219K 0.06% +5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,101 $218K <0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,083 $216K 0.26% -55 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,090 $216K 0.04% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,084 $215K 0.04% -380 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,084 $215K 0.08% +6 13F-HR Timeline Compass Investment Advisers LLC More: the full row for Compass Investment Advisers LLC 1,080 $214K 0.62% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,076 $213K 0.06% -137 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,076 $213K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,075 $213K 0.16% 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,075 $213K 0.06% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,074 $213K 0.05% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,073 $213K 0.12% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,073 $213K 0.05% -53 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,042 $212K 0.05% +1 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,068 $212K 0.02% +35 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,065 $211K 0.19% 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,065 $211K 0.09% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,061 $210K 0.04% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 1,061 $210K 0.13% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,060 $210K 0.05% +150 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,057 $209K 0.05% 0 13F-HR/A Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 1,056 $209K 0.1% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,053 $209K 0.08% -27 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 1,053 $209K 0.28% -25 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,052 $208K 0.08% +5 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,046 $207K 0.01% 0 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 1,037 $206K 0.08% +38 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,036 $205K 0.03% -107 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,036 $205K 0.18% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,035 $205K 0.01% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,031 $204K 0.04% 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,031 $204K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,030 $204K 0.01% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,019 $202K 0.03% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,017 $202K 0.06% -83 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,013 $201K 0.04% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,013 $201K 0.03% +3 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,010 $200K 0.02% +6 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,005 $199K 0.09% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $198K 0.03% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,000 $198K 0.12% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,000 $198K 0.12% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 963 $191K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 958 $190K <0.01% 0 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 912 $183K 0.11% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 914 $181K 0.1% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 913 $181K 0.01% +54 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 906 $180K 0.15% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 900 $178K 0.12% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 900 $177K 0.18% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 873 $173K 0.07% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 869 $172K 0.01% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 19,899 $170K 0.03% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 844 $167K 0.33% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 832 $165K 0.06% +418 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 820 $163K 0.1% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 783 $155K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 740 $147K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 732 $145K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 722 $143K 0.15% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 718 $142K 0.01% new 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 694 $138K 0.02% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 685 $138K 0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 691 $137K 0.01% -85 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 673 $133K 0.1% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 667 $132K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 661 $131K 0.03% -155 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 659 $131K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 641 $127K 0.13% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for OARSMAN CAPITAL, INC. 533 $106K 0.02% +2 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 518 $103K 0.05% +127 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 517 $102K 0.1% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 511 $101K 0.01% +11 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 506 $100K 0.06% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 503 $99.7K 0.04% -1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 502 $99.5K 0.09% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. 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