Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,952,681 $706M 1.96% +49,654 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,898,348 $271M 13.48% -37,820 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,860,261 $265M 0.39% -289,786 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,846,382 $263M 0.4% -67,772 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,457,208 $208M 0.35% -67,477 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,270,001 $181M 0.03% -123,304 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 734,572 $105M 0.22% -66,982 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 673,817 $95.4M 0.06% +62,535 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 658,548 $93.9M 2.13% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 657,870 $93.8M 0.01% -91,342 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 639,502 $91.2M 0.07% +28,936 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 59,969 $85.5M 6.4% -47,283 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 541,497 $77.2M 0.05% +4,257 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 482,781 $68.8M 0.01% -98,544 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 454,568 $64.8M 0.41% +4,715 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 444,871 $63.4M 0.02% +100,356 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,039,294 $57.2M 0.82% +1,039,039 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 396,836 $56.6M 0.09% +363,409 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 385,489 $55M <0.01% -6,544 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 366,242 $52.2M -115,279 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 359,017 $51.2M <0.01% +319,551 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 348,956 $49.7M 0.02% +58,521 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 345,432 $49.2M 2.77% +3,144 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 333,821 $47.6M 0.01% -988 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 324,862 $46.3M 0.18% +106 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 318,906 $45.6M 1.27% +10,638 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 301,868 $43M 2.37% -9,641 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 286,618 $40.9M 0.05% -111,249 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/ 284,181 $40.5M <0.01% +10,571 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 257,470 $36.7M 0.06% -8,888 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 253,359 $36.1M 3.7% +31,389 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 252,000 $35.9M 1.46% +204,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 251,876 $35.9M 0.22% +245,283 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 237,663 $33.9M 0.02% -45,965 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 236,101 $33.7M 0.03% +9,523 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 224,133 $31.9M 0.03% -10,742 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 214,060 $30.5M 0.61% -903 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 204,878 $29.2M 0.03% +7,823 13F-HR Timeline 25 LLC More: the full row for 25 LLC 202,035 $28.8M 9.81% +1,428 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 186,473 $26.7M 0.99% +1,954 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 185,659 $26.5M 0.03% -1,470 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 179,274 $25.6M 0.57% -16,990 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 179,228 $25.5M 2.08% -29,694 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 174,308 $24.8M <0.01% -11,167 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 167,858 $23.9M 0.04% +1,056 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 160,000 $22.8M 0.07% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 154,528 $22M 0.03% -11,850 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 137,001 $19.5M 0.2% -2,517 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 136,609 $19.5M <0.01% -5,597 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 127,388 $18.2M 1.97% -37,495 13F-HR/A Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 126,550 $18M 0.5% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 121,265 $17.2M +22,398 Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 120,027 $17.1M 1.91% +2,116 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 119,491 $17M <0.01% +1,508 13F-HR/A Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 116,998 $16.7M 4.06% -28 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 106,313 $15.2M 0.46% -5,461 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 105,931 $15.1M 2.61% -1,121 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 103,843 $14.8M <0.01% +7,663 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 99,865 $14.2M 0.02% +83,171 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 90,227 $12.9M 0.17% +28,641 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 89,525 $12.8M 1.29% -799 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 86,931 $12.4M 0.17% -1,222 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 85,717 $12.2M 5.63% -161 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 84,686 $12.1M <0.01% -3,257 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 83,657 $11.9M 0.14% -638 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 81,478 $11.6M 1.04% +2,328 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 79,740 $11.4M 1.49% +4,045 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 79,517 $11.3M 0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 78,710 $11.2M 0.8% -4,519 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 77,305 $11M 6.38% -935 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 77,146 $11M -2,572 Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 72,419 $10.3M 4.88% -4,624 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 71,177 $10.1M 1.66% -7,365 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 71,138 $10.1M 0.32% +3,286 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 70,372 $10M 1.21% -468 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 69,901 $9.96M 0.13% -1,412 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 69,354 $9.89M 0.13% -1,694 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 67,864 $9.67M 0.11% +61,965 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,135 $9.57M 0.01% -10,003 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 65,515 $9.34M 0.06% -1,070 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 64,995 $9.27M 0.85% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 64,445 $9.19M 1.74% -2,168 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 64,185 $9.15M 1.04% -1,479 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 62,690 $8.94M 0.54% new 13F-HR/A Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 62,258 $8.88M 1.99% -10,958 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 62,170 $8.86M 0.61% -2,024 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 60,377 $8.61M 0.01% -3,890 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 60,156 $8.58M 1.87% -12,569 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 59,697 $8.51M 0.28% -3,683 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 58,685 $8.37M 0.88% +3,190 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 57,649 $8.22M 0.05% -10,809 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 55,584 $7.92M 0.02% new 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 54,308 $7.74M 0.84% +11,662 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 54,075 $7.71M 3.2% +1,605 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 51,712 $7.37M 0.81% +11,531 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 49,820 $7.1M 4.33% -468 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 48,373 $6.9M 4.95% +918 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 47,803 $6.81M 0.22% +940 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 47,163 $6.72M 1.68% +419 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 46,764 $6.67M 0.7% -3,865 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 46,471 $6.62M 0.11% -811 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 45,519 $6.49M 1.09% +466 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 42,591 $6.07M 0.01% +321 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 41,553 $5.92M 0.03% -5,894 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 40,835 $5.82M 0.74% -1,676 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 40,157 $5.72M 1.48% -945 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 39,962 $5.7M 1.82% +757 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,512 $5.63M 0.02% +1,423 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 39,376 $5.61M 3.02% -1,005 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,019 $5.56M 1.08% -815 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 39,001 $5.56M 2.25% -16,391 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 38,595 $5.5M 2.42% +1,090 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 38,262 $5.45M 1.14% -837 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,215 $5.45M 0.01% -141,307 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,299 $5.32M 0.01% +1,927 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 35,912 $5.12M 2.32% +33,849 13F-HR/A Timeline Obsido Oy More: the full row for Obsido Oy 35,825 $5.11M 3.4% +2,518 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,562 $5.07M 0.13% -78 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,483 $5.06M 3.14% +4 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 35,091 $5M 1.25% +2,729 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 34,470 $4.91M 0.89% -51,049 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 34,403 $4.9M 2.39% -1,163 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 34,396 $4.9M 0.23% 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 33,573 $4.79M 1.06% +3,164 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 33,085 $4.72M 2.19% +451 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 32,640 $4.65M 0.41% -186 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,456 $4.48M 0.34% +21 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,248 $4.46M 0.24% +1,157 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,048 $4.43M 0.1% -762 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 30,839 $4.4M 3.34% +1,090 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 29,924 $4.27M 1.87% +2,344 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 29,888 $4.26M 0.44% -690 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 28,680 $4.09M 0.52% -2,193 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 28,667 $4.09M 0.08% -3,701 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,510 $4.06M 0.04% -302 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 28,105 $4.01M 0.26% +3,464 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,075 $4M 0.06% +13,921 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,869 $3.97M 0.24% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,788 $3.96M 0.01% -11,561 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 240 $3.96M 0.46% -31,168 13F-HR/A Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 27,702 $3.95M 1.57% -789 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 26,912 $3.84M 3.66% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26,824 $3.82M 0.26% +652 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,612 $3.81M 0.01% +2,497 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 26,459 $3.77M 0.36% -252 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 26,099 $3.72M <0.01% -30,812 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 25,946 $3.69M 1.11% -1,666 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 25,688 $3.66M 0.04% -4,440 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 25,518 $3.64M 0.47% -321 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,502 $3.64M <0.01% +11,114 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 25,037 $3.57M 0.44% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 24,957 $3.56M 0.95% +378 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24,758 $3.53M 1.68% +268 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 24,732 $3.52M 0.56% +525 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,372 $3.47M 0.11% +1,225 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 24,279 $3.46M 0.2% +777 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 24,167 $3.44M 0.83% -1,566 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 23,957 $3.42M 2.76% -482 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 23,690 $3.38M 2.12% +102 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 23,471 $3.35M 0.61% -997 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 23,266 $3.32M 0.5% +54 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $3.31M 2.47% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 23,072 $3.29M <0.01% -28,169 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 22,901 $3.26M 0.97% -380 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 22,955 $3.26M 1.09% -416 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 22,480 $3.2M +144 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21,750 $3.1M <0.01% -11,203 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,641 $3.08M 0.02% +774 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 21,619 $3.08M 0.71% -1,972 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. 21,072 $3M 0.06% -143 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,523 $2.93M 0.02% -362 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 20,322 $2.9M 1.12% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 20,322 $2.9M 1.12% -3,213 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. 20,252 $2.89M 0.07% +5,619 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,857 $2.83M 1.53% +200 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 19,690 $2.81M 0.15% +1,033 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19,434 $2.77M 0.3% +4,435 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,306 $2.75M 0.18% +29 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,023 $2.71M 0.06% -181 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 18,885 $2.69M 0.24% -1,354 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 18,753 $2.67M 0.26% +1,750 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 18,704 $2.67M 2.34% +283 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 18,555 $2.64M 0.99% -149 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,836 $2.54M 0.02% +3,934 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,444 $2.49M 0.07% -1,466 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,746 $2.39M 0.02% +7 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,233 $2.31M 0.13% +5,982 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 16,183 $2.31M 1.03% -645 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 16,143 $2.3M 0.71% -648 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 16,066 $2.29M 1.44% -118 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 15,999 $2.28M 1.02% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 15,999 $2.28M 1.02% -125 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 15,970 $2.28M 0.19% -254 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,752 $2.25M 0.12% -10,012 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 15,731 $2.24M 0.66% +533 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,612 $2.23M 0.1% +10 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 15,437 $2.2M 0.62% -284 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,401 $2.2M 0.03% -1,185 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,189 $2.17M 0.05% +541 13F-HR Timeline Kathleen S. 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