Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,944,180 $709M 1.91% -8,501 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,937,698 $278M 13.18% +39,350 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,876,400 $269M 0.38% +16,139 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,677,604 $240M 0.37% -168,778 13F-HR Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 1,512,875 $217M 0.78% new 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,469,496 $211M 0.27% +12,288 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,181,124 $169M 0.03% -88,877 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 801,376 $115M 0.07% +127,559 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 721,353 $103M 0.21% -13,219 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 690,422 $99M 0.07% +50,920 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 658,548 $94.4M 1.89% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 654,171 $93.8M 0.01% -3,699 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 550,701 $78.9M 0.05% +9,204 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 504,948 $72.4M +22,167 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 502,162 $72M 0.02% +57,291 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 441,988 $63.4M 0.39% -12,580 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 385,489 $55.3M <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 360,011 $51.6M 0.01% +26,190 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 351,225 $50.3M 2.94% +5,793 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 347,252 $49.8M 0.02% -1,704 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 338,209 $48.5M 0.07% +238,344 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 332,936 $47.7M -33,306 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 330,346 $47.3M 0.07% -66,490 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 328,280 $47.1M 0.18% +3,418 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 312,132 $44.7M 1.22% -6,774 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 297,614 $42.7M 0.05% +230,479 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/ 293,234 $42M <0.01% +9,053 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 287,651 $41.2M 0.06% +30,181 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 275,442 $39.5M 0.05% -11,176 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 223,481 $32M 0.02% -14,182 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 222,097 $31.8M 0.03% +17,219 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 221,753 $31.8M 0.03% -14,348 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 211,317 $30.3M 0.54% -2,743 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 209,751 $30.1M 0.17% -42,125 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 209,188 $30M 0.02% -14,945 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 196,673 $28.2M 0.04% +28,815 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 186,833 $27.4M 0.95% +360 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 183,882 $26.4M 2.71% -69,477 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 180,583 $25.9M 2.02% +1,355 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 177,292 $25.4M 0.03% -8,367 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 168,745 $24.2M 0.48% -10,529 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 160,000 $22.9M 0.08% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 152,935 $21.9M <0.01% -21,373 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 142,171 $20.4M <0.01% +5,562 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 140,988 $20.2M 0.01% +37,145 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 135,651 $19.4M 0.2% -1,350 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 122,566 $17.6M <0.01% +3,075 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 122,406 $17.5M 1.88% +2,379 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 118,015 $16.9M 4.03% +1,017 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 113,693 $16.3M 1.83% -13,695 13F-HR/A Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 106,656 $15.3M 2.59% +725 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 97,842 $14M 0.15% +72,154 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 93,262 $13.4M 0.38% -13,051 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 87,909 $12.6M 1.21% -1,616 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 87,516 $12.6M 0.02% -67,012 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 86,551 $12.4M 1.38% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 85,740 $12.3M 0.91% +4,262 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 84,697 $12.1M 0.16% -2,234 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 84,544 $12.1M 0.14% +887 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 83,721 $12M 5.37% -1,996 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 83,659 $12M 0.74% +18,664 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 83,604 $12M 0.05% new 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 80,226 $11.5M -41,039 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 78,499 $11.3M 0.08% +60,663 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 78,498 $11.2M 6.4% +1,193 13F-HR Timeline 25 LLC More: the full row for 25 LLC 76,652 $11M 3.49% -125,383 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 76,294 $10.9M <0.01% -8,392 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 75,451 $10.8M 0.33% +4,313 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 75,359 $10.8M 0.74% -3,351 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 72,930 $10.5M 0.14% -17,297 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 72,810 $10.4M <0.01% -286,207 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 71,488 $10.2M 1.71% +311 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 70,968 $10.2M 0.13% +1,067 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 69,392 $9.95M 4.16% -3,027 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 68,324 $9.79M 0.12% -1,030 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 68,169 $9.77M 1.78% +3,724 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 67,745 $9.71M 1.18% -2,627 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 65,183 $9.34M 0.05% -332 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 64,881 $9.3M 1.94% +4,725 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 64,594 $9.26M 1.01% +409 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 63,228 $9.06M 1.94% +970 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 63,105 $9.04M 0.53% +415 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 62,952 $9.02M 0.61% +782 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 61,864 $8.87M 0.92% +3,179 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,598 $8.83M 0.01% +1,221 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 58,384 $8.37M 0.26% -1,313 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 57,694 $8.27M 0.01% +2,110 13F-HR/A Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 56,815 $8.14M 3.24% +2,740 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 55,483 $7.95M 0.6% -4,486 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 51,371 $7.59M 1.71% +4,208 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 52,275 $7.49M 4.34% +2,455 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 49,965 $7.16M 0.83% -1,747 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 49,180 $7.05M 4.95% +807 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 48,965 $7.02M 0.22% +1,162 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 47,601 $6.82M 0.04% -10,048 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 47,198 $6.76M 1.12% +1,679 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 46,045 $6.6M 0.01% +24,295 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 45,731 $6.56M 0.01% +3,140 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 45,290 $6.49M 0.65% -1,474 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 45,195 $6.48M 6.76% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 42,940 $6.15M 0.09% -3,531 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,667 $6.12M 0.02% +3,155 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,690 $5.98M 0.01% +4,391 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 40,890 $5.86M 1.79% +928 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 40,466 $5.8M 1.25% +5,375 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 40,378 $5.79M 2.95% +1,002 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 39,057 $5.6M 2.42% +462 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 38,822 $5.56M 1.39% -1,335 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,808 $5.56M 0.01% +593 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 38,451 $5.51M 1.15% +189 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 38,262 $5.48M 1.04% -757 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 38,087 $5.46M 3.35% +2,262 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 37,641 $5.4M 1.14% +4,068 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 37,490 $5.37M 2.09% -1,511 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 36,508 $5.23M 0.03% -5,045 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 35,812 $5.13M 2.17% -100 13F-HR/A Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,500 $5.09M 2.91% +17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,459 $5.08M 0.13% -103 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 32,890 $4.83M 0.27% +1,642 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 33,635 $4.82M 0.22% -761 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 33,055 $4.74M 2.15% -1,348 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,910 $4.72M 0.05% +4,835 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 32,499 $4.66M 0.41% -141 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 32,215 $4.62M 0.08% +1,167 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 31,669 $4.54M 3.35% +830 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 31,543 $4.52M 0.37% +87 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,283 $4.44M 0.01% +3,671 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,384 $4.35M 0.26% +2,279 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 30,290 $4.34M 0.38% +30,050 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,187 $4.33M 0.01% +2,399 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 29,702 $4.26M 0.25% -24,606 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 29,581 $4.24M 3.98% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 29,276 $4.2M 0.38% -612 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 28,913 $4.14M 0.07% +246 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 28,545 $4.09M 0.47% -12,290 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 28,520 $4.09M 1.56% +818 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,459 $4.08M 0.04% -51 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28,440 $4.08M 0.42% +9,006 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 28,062 $4.02M 0.48% -618 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,869 $3.99M 0.23% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 27,675 $3.97M <0.01% +2,173 13F-HR Timeline Group INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 27,000 $3.87M 0.64% -7,470 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26,850 $3.85M 0.24% +26 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 26,612 $3.81M 0.35% +153 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 25,697 $3.68M 0.51% +965 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 25,660 $3.68M 2.8% +1,703 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 25,435 $3.65M 0.92% +478 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,049 $3.59M +2,569 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,897 $3.57M 0.11% +525 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 24,667 $3.54M 1.8% -1,279 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 24,656 $3.53M 0.19% +377 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24,483 $3.51M 1.6% -275 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 24,420 $3.5M 0.49% +1,154 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 24,246 $3.48M 0.54% +775 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 24,223 $3.47M 0.03% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 24,171 $3.46M 0.4% -866 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 24,145 $3.46M 1.6% +455 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 24,070 $3.45M <0.01% -2,029 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 23,922 $3.43M 0.8% -245 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 22,833 $3.41M 1.1% -122 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 23,504 $3.37M 0.99% +603 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $3.33M 2.37% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,607 $3.1M 0.02% +7,393 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,541 $3.09M 0.02% -100 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 21,531 $3.09M 0.16% +1,841 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,956 $3M 0.1% +16,327 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,669 $2.96M 0.02% +146 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 19,755 $2.93M -57,391 Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 20,327 $2.91M 0.61% -1,292 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 19,969 $2.87M 0.28% +1,216 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. 19,843 $2.84M 0.05% -1,229 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 19,234 $2.76M 2.35% +530 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,678 $2.68M 0.17% -628 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 18,653 $2.67M 0.96% +98 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 18,553 $2.66M 2.11% -8,359 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 18,285 $2.62M 0.22% -600 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,086 $2.59M 0.05% -937 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 17,916 $2.57M 1.39% -1,941 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 17,303 $2.48M 1.53% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 17,165 $2.46M <0.01% +2,092 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 16,962 $2.43M 0.2% +992 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 16,961 $2.43M 1.48% +895 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 16,459 $2.36M 0.93% +460 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,283 $2.33M 0.05% +1,094 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 16,143 $2.31M 0.69% 0 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. 15,938 $2.28M 0.06% -4,314 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,885 $2.28M 0.14% -348 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 15,820 $2.27M 0.92% -363 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 15,701 $2.25M 0.65% -30 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,658 $2.24M 0.1% +46 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,364 $2.2M 0.03% -37 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 15,327 $2.2M 1.22% 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 15,288 $2.19M 0.8% -5,034 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,276 $2.19M <0.01% +3,368 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,089 $2.16M 0.13% -663 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 15,074 $2.16M 0.21% +22 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 14,990 $2.15M 3.13% -14,934 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 14,884 $2.13M 0.56% -553 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,814 $2.12M 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,567 $2.09M 0.06% -2,877 13F-HR/A Timeline Group