Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,903,027 $659M 1.97% +49,124 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,150,047 $289M 0.46% -124,619 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,936,168 $260M 14.19% +1,038 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,914,154 $257M 0.42% -961,406 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,524,685 $205M 0.36% +377,838 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,393,305 $187M 0.03% -122,425 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 801,554 $108M 0.25% -14,197 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 749,212 $101M 0.01% -53,309 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 658,548 $88.5M 2.19% +174,452 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 610,566 $82.1M 0.07% +39,960 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 611,282 $81.6M 0.06% +42,832 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 581,325 $78.1M 0.02% +23,929 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 537,240 $72.2M 0.05% -23,026 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 481,521 $64.7M -321,765 Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 449,853 $60.5M 0.42% -368,389 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 397,867 $53.5M 0.07% -45,353 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 392,033 $52.7M <0.01% -34,000 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 344,515 $46.3M 0.02% -54,683 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 342,288 $46M 2.74% -19,862 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 334,809 $45M 0.01% +3,278 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 324,756 $43.1M 0.17% +22,091 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 311,509 $41.9M 2.42% -28,968 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 308,268 $41.4M 1.29% -18,882 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 290,435 $39M 0.02% +7,945 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. 283,628 $38.1M 0.02% -71,199 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/ 273,610 $36.8M <0.01% -158,739 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 266,358 $35.8M 0.05% +11,420 13F-HR/A Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 253,342 $34M 3.29% -8,155 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 234,875 $31.6M 0.03% -18,555 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 226,578 $30.5M 0.03% -20,051 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 221,970 $29.8M 3.2% -79,263 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 214,963 $28.9M 0.65% -3,724 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 208,922 $28.1M 2.42% +7,592 13F-HR Timeline 25 LLC More: the full row for 25 LLC 200,607 $27M 9.9% -493 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 197,055 $26.5M 0.04% -38,275 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 196,264 $26.2M 0.71% -21,737 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 187,129 $25.1M 0.03% -681 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 184,519 $24.9M 1.06% +7,152 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 185,475 $24.9M <0.01% -79,362 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 179,522 $24.1M 0.06% +2,195 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 166,802 $22.4M 0.04% -6,267 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 164,883 $22.2M 2.35% +130,144 13F-HR/A Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 160,000 $21.5M 0.07% +10,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 166,378 $20.4M 0.04% +112,243 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 142,206 $19.1M <0.01% -6,970 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 139,518 $18.7M 0.2% -18,355 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 132,000 $17.7M 0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 131,196 $17.6M 2.15% +17,586 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 130,272 $17.5M 0.45% +3,760 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 126,550 $17M 0.5% +124,200 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 117,983 $15.9M <0.01% -3,138 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 117,911 $15.8M 1.87% +5,232 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 117,026 $15.7M 4.05% +719 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 111,774 $15M 0.48% -767 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 107,252 $14.4M 1.22% -60,650 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 107,052 $14.4M 2.65% +709 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 98,867 $13.3M +20,568 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 96,180 $12.9M <0.01% +178 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 90,324 $12.1M 1.3% -2,277 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 88,153 $11.8M 0.19% -2,666 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 87,943 $11.8M <0.01% -3,744 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 85,878 $11.5M 5.78% +166 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 85,519 $11.5M 2.37% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 84,295 $11.3M 0.14% -5,629 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 83,229 $11.2M 0.87% -2,112 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 79,718 $11M +10,189 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 79,150 $10.6M 1.03% -20,358 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 78,542 $10.6M 1.77% -2,430 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 78,240 $10.5M 6.55% +1,021 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 77,138 $10.4M 0.02% -255,394 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 77,043 $10.4M 4.99% -2,477 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 75,695 $10.2M 1.48% +4,939 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 73,216 $9.84M 2.52% -9,077 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 72,725 $9.77M 2.46% +12,004 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 71,313 $9.58M 0.13% +911 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 71,048 $9.55M 0.14% -1,344 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 70,840 $9.52M 1.22% +2,167 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 68,458 $9.2M 0.06% -83,729 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 67,852 $9.12M 0.3% +779 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 66,613 $8.95M 1.83% +1,119 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 66,585 $8.95M 0.06% -4,340 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 65,664 $8.82M 1.08% +13,113 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 64,995 $8.73M 0.83% -10,549 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 64,267 $8.64M 0.02% -69 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 64,194 $8.63M 0.6% -6,846 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 63,380 $8.52M 0.3% -579 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 61,586 $8.28M 0.13% -1,236 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 56,911 $7.65M <0.01% +23,709 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 55,495 $7.46M 0.83% +4,500 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 55,392 $7.44M 3.23% +24,457 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 52,470 $7.05M 3.17% +1,103 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 51,241 $6.89M <0.01% +30,775 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 50,629 $6.8M 0.8% -2,893 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 50,288 $6.76M 4.31% -1,938 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 48,000 $6.45M 0.24% -38,818 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 47,455 $6.38M 4.93% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 47,447 $6.38M 0.04% -992 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 47,282 $6.35M 0.12% -37,239 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 46,863 $6.3M 0.22% -172 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 46,744 $6.28M 1.69% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 45,053 $6.05M 1.09% +8,329 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 42,646 $5.73M 0.71% -14,560 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 42,511 $5.71M 0.8% -2,074 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 42,270 $5.68M 0.01% -3,505 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 41,102 $5.52M 1.43% -1,562 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 40,381 $5.43M 3.2% +389 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 40,181 $5.4M 0.58% +12,460 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,834 $5.35M 1.13% +4,113 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 39,466 $5.3M <0.01% -234,224 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,349 $5.29M 0.02% -8,243 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 39,205 $5.27M 1.82% -3,539 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 39,099 $5.25M 1.16% +2,791 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 39,065 $5.25M 1.27% +856 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 38,089 $5.12M 0.02% -9 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 37,505 $5.04M 2.47% +100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,640 $4.79M 0.14% -14 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 35,566 $4.78M 2.46% -1,575 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,479 $4.77M 3.19% -1 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 35,372 $4.75M 0.01% -4,686 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,427 $4.49M 0.01% -4,053 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 33,307 $4.48M 3.4% +677 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 32,953 $4.43M 0.01% -16,468 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 32,826 $4.41M 0.42% -1,250 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 32,634 $4.39M 2.16% +2,520 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 32,368 $4.35M 0.1% +364 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 32,362 $4.35M 1.19% -609 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,810 $4.27M 0.11% +10,052 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 31,408 $4.23M 0.41% +3,827 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,435 $4.22M 0.37% +24 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 30,873 $4.15M 0.57% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 30,578 $4.11M 0.46% -468 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 30,409 $4.09M 1% +2,722 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 30,128 $4.05M 0.05% -5,806 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 30,091 $4.04M 0.23% +20,964 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 30,000 $4.03M 0.01% +11,100 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 29,749 $4M 3.33% +1,188 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,812 $3.87M 0.04% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 28,491 $3.83M 1.63% -2,036 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,869 $3.75M 0.25% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 27,612 $3.71M 1.13% -478 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 27,580 $3.71M 1.75% -132 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 27,500 $3.7M 0.03% -38,400 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 26,711 $3.59M 0.37% -23 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26,172 $3.52M 0.25% -445 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 25,839 $3.47M 0.5% -242 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 25,764 $3.46M 0.19% new 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 25,733 $3.46M 0.89% -142 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 25,037 $3.36M 0.45% -5,516 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,641 $3.31M 0.25% +2,484 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 24,579 $3.3M 0.96% -2,192 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24,490 $3.29M 1.75% -900 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 24,468 $3.29M 0.71% -1,263 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 24,439 $3.28M 2.89% +856 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,115 $3.26M 0.01% -525 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 24,207 $3.25M 0.6% -1,834 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 23,591 $3.17M 0.84% -3,903 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 23,588 $3.17M 2.11% +12 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 23,371 $3.17M 1.13% -5 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 23,535 $3.16M 1.37% -737 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 23,502 $3.16M 0.2% +1,066 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 23,341 $3.14M 0.28% -11,381 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 23,281 $3.13M 0.98% +345 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $3.12M 2.53% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 23,212 $3.12M 0.53% +17,192 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,147 $3.11M 0.12% -3,445 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 22,336 $3M -3,956 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,215 $2.85M 0.06% -1,893 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,885 $2.81M 0.02% +108 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,867 $2.8M 0.02% -901 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,239 $2.72M 0.27% -715 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 19,972 $2.68M 0.03% +860 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,657 $2.64M 1.49% +2,490 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,277 $2.59M 0.18% +150 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,204 $2.58M 0.06% +766 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,910 $2.54M 0.08% -20,810 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 18,704 $2.51M 1.01% -1,045 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 18,657 $2.51M 0.15% +371 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 18,421 $2.48M 2.3% -596 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 17,463 $2.35M 0.16% -41,994 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 17,003 $2.27M 0.23% -5,248 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 16,828 $2.26M 1.2% -211 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 16,791 $2.26M 0.74% -55 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,739 $2.25M 0.02% -613 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,694 $2.24M <0.01% -72,734 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 16,586 $2.23M 0.05% +603 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 16,224 $2.18M 0.19% -775 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,199 $2.18M 0.08% -5,488 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 16,184 $2.17M 1.45% -2,104 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 16,124 $2.17M 1.06% -4,380 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 15,762 $2.12M 0.23% +6 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 15,721 $2.11M 0.66% -2,253 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,602 $2.1M 0.11% +11 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 15,584 $2.09M 0.82% -541 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 15,198 $2.04M 0.64% -161 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 14,999 $2.02M 0.23% +4,078 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,648 $1.97M 0.06% +31 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. 14,633 $1.97M 0.06% -4,404 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,388 $1.93M <0.01% +9,329 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,525 $1.91M 0.15% -101 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,154 $1.9M 0.04% +11,887 13F-HR Timeline