Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,853,903 $561M 1.83% +294,002 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,875,560 $332M 0.6% +64,150 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,274,666 $263M 0.49% -370,197 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,935,130 $224M 13.5% +6,136 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,515,730 $175M 0.03% -48,943 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,146,847 $133M 0.25% -21,884 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 818,242 $94.6M 0.68% +26,784 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 815,751 $94.3M 0.26% -14,520 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 803,286 $92.9M -52,749 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 802,521 $92.8M 0.01% -1,299,845 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 568,450 $66.1M 0.06% +5,465 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 570,606 $66M 0.06% +66,287 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 560,266 $64.8M 0.05% -56,036 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 557,396 $64.4M 0.01% +28,600 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 484,096 $56M 1.59% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 443,220 $51.2M 0.07% -552,782 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/ 432,349 $50M <0.01% +165,738 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 426,033 $49.2M <0.01% +145,480 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 399,198 $46.1M 0.02% +37,929 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 362,150 $41.9M 2.73% +706 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 354,827 $41M 0.02% -32,530 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 340,477 $39.4M 2.55% +7,365 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 332,532 $38.4M 0.07% new 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 331,531 $38.3M 0.01% -32,911 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 327,150 $37.8M 1.28% -45,531 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 302,665 $35.8M 0.16% +15,135 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 301,233 $34.8M 3.91% +14,847 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 294,135 $34M 1.1% +4,787 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 282,490 $32.7M 0.02% +9,515 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 273,690 $31.6M <0.01% -305,040 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 264,837 $30.6M 0.01% +126,619 13F-HR/A Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 261,497 $30.2M 3.15% +1,596 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 254,938 $29.5M 0.05% +180,034 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 253,430 $29.3M 0.03% -722,359 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 246,629 $28.5M 0.03% -73,936 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 235,330 $27.2M 0.05% +5,526 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 218,687 $25.3M 0.65% +1,174 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 210,000 $24.3M 0.12% -112,000 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 218,001 $24.2M 0.83% -51,847 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 201,330 $23.3M 2.08% +2,664 13F-HR Timeline 25 LLC More: the full row for 25 LLC 201,100 $23.2M 9.62% +11,775 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 187,810 $21.7M 0.03% -4,898 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 177,327 $20.5M 0.06% +3,682 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 177,367 $20.1M 1.03% +14,326 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 173,069 $20M 0.04% +5,525 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 167,902 $19.4M 1.78% -179,680 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 157,873 $18.3M 0.21% +1,231 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 152,187 $17.6M 0.14% -83,968 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 150,000 $17.3M 0.06% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 149,176 $17.2M <0.01% -1,939 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 126,512 $14.6M 0.41% +3,663 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 121,121 $14M <0.01% +6,603 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 116,307 $13.4M 3.7% +1,705 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 113,610 $13.1M 1.64% +8,981 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 112,679 $13M 1.64% +3,959 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 112,541 $13M 0.45% +4,211 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 106,343 $12.3M 2.47% +4,298 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 99,508 $11.5M 0.88% +16,018 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 96,002 $11.1M <0.01% +23,023 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 92,601 $10.7M 1.27% -7,212 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 91,687 $10.6M <0.01% +24,509 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 90,819 $10.5M 0.22% -4,268 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 89,924 $10.4M 0.14% +3,003 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 89,428 $10.3M 0.02% +54,123 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 86,818 $10M 0.42% +49,055 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 85,712 $9.91M 5.44% -1,989 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 85,519 $9.89M 2.35% +5,000 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 85,341 $9.87M 0.84% -5,718 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 84,521 $9.68M 0.22% +63 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 81,717 $9.45M 0.01% +33,179 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 80,972 $9.36M 1.8% -278 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 79,520 $9.19M 4.66% -231 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 82,293 $9.1M 2.81% +6,525 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 78,299 $9.05M +12,225 Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 77,219 $8.93M 6.15% +1,045 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 75,544 $8.73M 0.92% +2,932 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 72,392 $8.37M 0.12% -285 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 69,529 $8.37M +10,744 Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 71,040 $8.21M 0.58% +64 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 70,925 $8.2M 0.06% +4,281 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 70,756 $8.18M 1.33% +32,865 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 70,402 $8.14M 0.12% +8,597 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 69,257 $8.01M 0.15% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 68,673 $7.94M 1.07% -650 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 67,073 $7.75M 0.32% +5,313 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 65,900 $7.62M 0.07% new 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 65,494 $7.57M 1.7% +4,516 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 64,336 $7.44M 0.01% +3,030 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 63,959 $7.39M 0.27% -292 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 62,822 $7.26M 0.15% -10,822 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 60,721 $7.02M 1.97% +3,827 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 59,457 $6.87M 0.58% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 57,206 $6.61M 0.92% -27,478 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,135 $6.27M 0.01% -27,142 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 53,522 $6.19M 0.8% -17,144 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 52,551 $6.07M 0.8% +840 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 52,226 $6.04M 4.05% +3,417 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 51,367 $5.94M 2.79% +2,007 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 50,995 $5.89M 0.71% +15,422 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 49,421 $5.71M 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 48,439 $5.6M 0.04% -73,593 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 47,592 $5.5M 0.02% -35,860 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 47,035 $5.44M 0.21% -308 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 45,775 $5.29M 0.01% +6,645 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 44,920 $5.19M 0.01% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 44,585 $5.15M 0.8% -171 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 42,744 $4.94M 1.79% +2,056 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 42,664 $4.93M 1.54% +280 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 40,940 $4.73M 0.01% -1,577 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,058 $4.63M 0.01% +1,264 13F-HR Timeline Group Flower City Capital More: the full row for Flower City Capital 39,992 $4.62M 3.03% +2,046 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39,720 $4.59M 0.17% -88,075 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 38,209 $4.42M 0.99% -29,490 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,098 $4.4M 0.01% +291 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,480 $4.33M 0.01% -3,297 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 37,405 $4.32M 2.33% +2,450 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 36,724 $4.32M 0.95% -5,909 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 37,141 $4.29M 2.4% -9,195 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 36,308 $4.2M 1.04% +4,408 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 35,934 $4.15M 0.05% -2,721 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 35,750 $4.13M 2.32% -84 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 35,721 $4.13M 0.96% -638 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,654 $4.12M 0.14% -68 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,480 $4.1M 3.02% +17 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 34,739 $4.02M 0.44% 0 13F-HR/A Timeline Group One Day In July LLC More: the full row for One Day In July LLC 34,722 $4.01M 0.4% +738 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 34,076 $3.94M 0.41% -3,670 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 33,202 $3.84M <0.01% -7,086 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 32,971 $3.81M 1.17% +1,224 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 32,630 $3.77M 3.23% +1,401 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 32,004 $3.7M 0.1% +23 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,411 $3.63M 0.35% -423 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 31,046 $3.59M 0.42% -19,909 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30,935 $3.58M 1.65% +5,664 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 30,873 $3.57M 0.72% +3,682 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 30,553 $3.53M 0.51% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 30,527 $3.53M 1.56% -70 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 30,114 $3.48M 1.96% +2,344 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,812 $3.33M 0.03% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 28,561 $3.3M 3.02% +670 13F-HR/A Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 28,090 $3.25M 1.06% -2,848 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,869 $3.22M 0.24% 0 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 27,721 $3.2M 0.33% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 27,712 $3.2M 1.67% +2,790 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 27,687 $3.2M 0.88% +3,528 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 27,581 $3.19M 0.34% +2,102 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 27,494 $3.18M 0.97% -2,933 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 26,771 $3.09M 1% +777 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 26,734 $3.09M 0.35% -1,094 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26,617 $3.08M 0.25% -2,001 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,592 $3.07M 0.14% -1,442 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,292 $3.04M -7,604 Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26,081 $3.01M 0.47% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 26,041 $3.01M 0.61% -816 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 25,875 $2.99M 0.83% +123 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 25,731 $2.97M 0.8% +1,679 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 25,390 $2.94M 1.64% -4,316 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,640 $2.85M 0.01% -7,327 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 23,376 $2.81M 1.09% -240 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 24,272 $2.81M 1.34% +772 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 23,583 $2.73M 2.69% +906 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 23,576 $2.73M 1.88% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $2.68M 2.39% 0 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. 23,108 $2.67M 0.06% -3,818 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 22,936 $2.65M 0.95% +2,078 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 22,436 $2.59M 0.18% -40 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 22,251 $2.59M 0.29% +1,722 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 22,157 $2.56M 0.21% +648 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,883 $2.53M 1.05% +535 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,768 $2.52M 0.02% +914 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,758 $2.52M 0.08% -4,141 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,687 $2.51M 0.11% +19,707 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,954 $2.42M 0.27% -5,400 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,777 $2.4M 0.01% -157 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 20,504 $2.37M 1.28% -426 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 20,466 $2.37M <0.01% +8,393 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 19,749 $2.28M 1.04% +27 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 19,674 $2.27M 0.06% -1,444 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 19,360 $2.24M 0.22% +1,139 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,127 $2.21M 0.17% -277 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 19,112 $2.21M 0.03% -246 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. 19,037 $2.2M 0.06% -8,082 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 19,017 $2.2M 2.27% +469 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 18,900 $2.18M <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,438 $2.13M 0.05% -330 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,403 $2.13M 0.03% +1,200 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 18,288 $2.11M 1.52% +5,966 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 18,286 $2.11M 0.13% +929 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 17,974 $2.08M 0.71% -1,300 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,352 $2.01M 0.02% -88 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 17,167 $1.98M 1.28% +6,476 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 17,039 $1.97M 1.1% -866 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 17,030 $1.97M 0.49% +2,855 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 16,999 $1.97M 0.19% +1,569 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 16,846 $1.95M 0.7% -970 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,626 $1.92M 0.15% -1,508 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 16,125 $1.86M 0.77% -718 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,983 $1.85M 0.05% +431 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 15,934 $1.84M 0.42% -1,215 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 15,756 $1.82M 0.21% -1,618 13F-HR Timeline