Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,559,901 $522M 1.76% +226,943 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,811,410 $322M 0.53% +500,688 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,644,863 $303M 0.57% +145,261 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,102,366 $241M 0.02% -1,140,687 13F-HR/A Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,928,994 $221M 12.95% +72,746 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,564,673 $179M 0.03% -11,922 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,168,731 $134M 0.24% +235,760 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 996,002 $114M 0.17% +17,612 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 975,789 $112M 0.1% +160,455 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 856,035 $98M -185,188 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 830,271 $95M 0.26% +41,777 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 791,458 $90.6M 0.63% -108,922 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 727,000 $83.2M 0.06% -446,300 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 616,302 $70.6M 0.06% +61,897 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 578,730 $66.3M <0.01% +536,005 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 562,985 $64.5M 0.06% +54,728 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 528,796 $60.5M 0.01% -6,812 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 507,668 $58.1M 5.92% +19,001 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 504,319 $57.7M 0.06% +93,659 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 387,357 $44.3M 0.03% -3,815 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 372,681 $42.7M 1.52% -4,771 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 364,442 $41.7M 0.01% +10,459 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 361,444 $41.4M 2.66% +22,501 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 361,269 $41.4M 0.02% +129,378 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 347,582 $39.8M 3.65% +9,801 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 333,112 $38.1M 2.43% +10,454 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 322,000 $36.9M 0.14% +110,000 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 320,565 $36.7M 0.04% -8,485 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 313,729 $35.9M <0.01% +9,773 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 289,348 $33.1M 1.07% +14,679 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 287,530 $32.9M 0.15% +22,130 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 286,386 $32.8M 3.4% +247,875 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 280,553 $32.1M <0.01% -145,276 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 272,975 $31.3M 0.02% +7,151 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 269,848 $30.9M 1.18% -28,653 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 266,611 $30.5M <0.01% +3,387 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 259,901 $29.8M 3.11% +17,281 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 236,155 $27M 0.26% +233,604 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 229,804 $26.3M 0.06% -31,124 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 217,513 $24.9M 0.68% +4,232 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 198,666 $22.7M 2.04% -559 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 192,708 $22.1M 0.03% +308 13F-HR Timeline 25 LLC More: the full row for 25 LLC 189,325 $21.7M 9.17% +16,813 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 173,645 $19.9M 0.06% -1,958 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 167,544 $19.2M 0.04% -4,634 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 163,041 $18.2M 0.96% +8,905 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 156,642 $17.9M 0.23% +5,148 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 151,115 $17.3M <0.01% +2,993 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 150,000 $17.2M 0.06% -15,000 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 141,555 $16.2M 0.02% +32,906 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 138,218 $15.8M <0.01% +7,326 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 127,795 $14.6M 0.59% +2,957 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 122,849 $14.1M 0.39% +1,108 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 122,032 $14M 0.09% -3,050 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 114,602 $13.1M 3.58% +3,895 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 114,518 $13.1M <0.01% +1,712 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 108,720 $12.4M 1.58% +4,752 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 108,330 $12.4M 0.45% -1,048 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 104,629 $12M 1.52% -9,648 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 102,045 $11.7M 2.38% +1,822 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 99,813 $11.4M 1.38% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 95,087 $10.9M 0.23% -2,224 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 91,059 $10.4M 0.9% -2,108 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 87,701 $10M 5.53% +1,953 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 86,921 $9.95M 0.12% +31,474 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 84,684 $9.69M 1.38% +2,585 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 84,458 $9.67M 0.22% -7,578 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 83,490 $9.56M 0.91% +6,402 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 83,452 $9.55M 0.03% +4,643 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 81,277 $9.31M 0.02% -7,121 13F-HR/A Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 81,250 $9.3M 1.85% +2,584 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 80,519 $9.22M 2.36% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 79,751 $9.13M 4.79% 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 76,174 $8.72M 5.94% +4,612 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 76,065 $8.71M 1.13% -4,139 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 75,768 $8.67M 2.89% +4,983 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,904 $8.58M 0.01% -9,990 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 73,644 $8.43M 0.19% +77 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 72,979 $8.35M <0.01% 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 72,677 $8.32M 0.12% -520 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 72,612 $8.31M 0.97% +67,689 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 70,976 $8.13M 0.61% +2,609 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 70,666 $8.09M 1.05% -56,526 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 69,323 $7.94M 1.02% -804 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 67,178 $7.69M <0.01% +1,153 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 66,644 $7.63M 0.06% +1,846 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 66,074 $7.56M +2,534 Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 64,251 $7.36M 0.27% -1,847 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 61,805 $7.08M 0.11% +4,457 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 61,760 $7.07M 0.28% +1,209 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,306 $7.02M 0.01% +381 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 60,978 $6.98M 1.61% +3,462 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 60,467 $6.92M 0.13% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 58,785 $6.56M +3,132 Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 56,894 $6.51M 1.9% +9,771 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 55,700 $6.38M 0.01% -55,000 13F-HR/A Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 51,711 $5.92M 0.82% +30,324 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 50,955 $5.83M 0.7% -15,177 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 49,360 $5.65M 2.78% +1,311 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 48,809 $5.59M 3.88% +1,987 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 48,538 $5.56M 0.01% +37,471 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 47,343 $5.42M 0.2% +45,237 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 46,518 $5.33M 0.04% +271 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 46,336 $5.3M 3.09% 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 44,756 $5.12M 0.76% -822 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 42,633 $4.88M 0.95% +1,998 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 42,517 $4.87M 0.01% +18,855 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 42,384 $4.85M 1.52% +588 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,777 $4.67M 0.01% -7,602 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 40,688 $4.66M 1.73% -532 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 40,288 $4.61M <0.01% +3,041 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 39,130 $4.48M 0.01% +2,500 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 38,794 $4.44M 0.01% +13,505 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 38,655 $4.43M 0.05% +3,390 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 38,493 $4.41M 0.99% -2,358 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 67,699 $4.35M 0.97% -400 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 37,946 $4.34M 2.66% -52 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 37,891 $4.34M 0.79% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,807 $4.33M 0.01% +873 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 37,763 $4.32M 0.17% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 37,746 $4.32M 0.46% +309 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 36,359 $4.16M 0.91% +1,914 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 35,834 $4.1M 2.46% -144 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,722 $4.09M 0.13% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 35,573 $4.07M 0.51% +13,269 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,463 $4.06M 2.9% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,305 $4.04M 0.01% -90,940 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 34,955 $4M 2.1% +3,910 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 34,739 $3.98M 0.39% -34,250 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 33,984 $3.89M 0.41% +761 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 33,896 $3.88M +153 Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 33,890 $3.88M 0.36% -541 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,967 $3.66M 0.01% +753 13F-HR/A Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 31,900 $3.65M 0.96% +384 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,834 $3.64M 0.35% -358 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 31,747 $3.63M 1.21% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,981 $3.62M 0.09% +682 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 31,229 $3.58M 3.21% 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 30,938 $3.54M 1.04% -2,085 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 30,597 $3.5M 1.55% +1,588 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 30,553 $3.5M 0.5% -264 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 30,427 $3.48M 1.13% +17 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 29,706 $3.4M 1.91% -576 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,812 $3.3M 0.03% -73 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 28,618 $3.28M 0.27% +1,221 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,034 $3.21M 0.16% +678 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 27,891 $3.19M 2.83% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,869 $3.19M 0.24% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 27,828 $3.19M 0.35% -460 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 27,770 $3.18M 1.88% +417 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 27,566 $3.16M 0.2% +2,978 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 27,191 $3.11M 0.47% +238 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 27,119 $3.1M 0.09% -919 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 26,926 $3.08M 0.07% -972 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 26,857 $3.07M 0.62% -1,858 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 26,354 $3.02M 0.34% -1,678 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26,081 $2.98M 0.75% -788 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 25,994 $2.98M 0.96% +3,362 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 25,899 $2.96M 0.09% -219 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 25,752 $2.95M 0.81% +1,538 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 25,479 $2.92M 0.31% +2,013 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25,271 $2.89M 1.41% -3,084 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 24,922 $2.85M 1.5% +1,769 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 24,159 $2.76M 0.76% -2,884 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 24,052 $2.75M 0.81% +1,017 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 23,616 $2.73M 1.06% +1,918 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 23,576 $2.7M 1.85% +921 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 23,500 $2.69M 1.3% 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $2.66M 2.37% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 22,677 $2.6M 2.61% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 22,476 $2.57M 0.18% +447 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,509 $2.46M 0.19% +1,401 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,348 $2.44M 1.01% +1,239 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 21,118 $2.42M 0.07% +8,227 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,934 $2.4M 0.01% -159 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 20,930 $2.4M 1.34% +42 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 20,858 $2.39M 0.92% +2,124 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,854 $2.39M 0.02% -578 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 20,574 $2.36M 1.95% +448 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 20,529 $2.35M 0.26% +10 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 19,751 $2.26M 0.21% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 19,722 $2.26M 1.07% +686 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,404 $2.22M 0.17% -598 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 19,358 $2.22M 0.03% -365 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 19,274 $2.21M 0.81% -2,176 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,080 $2.18M 0.08% +1,168 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,768 $2.15M 0.05% -1,320 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 18,548 $2.12M 2.29% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 18,221 $2.09M 0.2% -360 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 18,134 $2.08M 0.16% +560 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 17,905 $2.05M 1.13% -5,677 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 17,816 $2.04M 0.71% -935 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,440 $2M 0.02% +4,426 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,374 $1.99M 0.24% -728 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 17,357 $1.99M 0.13% +1,350 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,203 $1.97M 0.02% -4,215 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 17,149 $1.96M 0.45% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 16,843 $1.93M 0.8% -42 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 16,715 $1.91M 0.09% +214 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 16,269 $1.86M 0.12% -103,941 13F-HR Timeline