Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,998,653 $729M 1.89% +54,473 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,718,482 $387M 0.19% +1,917,106 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,905,214 $278M 12.83% -32,484 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,815,974 $265M 0.37% -60,426 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,698,248 $248M 0.39% +20,644 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 $221M 0.85% 0 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,467,778 $214M 0.28% -1,718 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,099,303 $160M 0.02% -81,821 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 813,491 $119M 0.02% +803,660 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 765,596 $112M 0.01% +111,425 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 742,771 $108M 0.22% +21,418 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 735,168 $107M 0.07% +44,746 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 658,548 $96M 1.81% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 619,635 $90.3M 0.06% +68,934 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 526,879 $76.8M +21,931 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 475,989 $69.4M 0.02% -26,173 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 458,577 $66.9M 0.41% +16,589 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 405,256 $59.1M 0.01% +45,245 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 349,644 $51M 0.2% +21,364 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 338,207 $49.3M +5,271 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 319,984 $46.7M <0.01% +26,750 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 313,974 $45.8M 0.02% -33,278 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 287,330 $41.9M 1.15% -24,802 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 287,104 $41.9M 2.97% -64,121 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 274,375 $40M 0.06% -13,276 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 272,361 $39.7M <0.01% -113,128 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 253,689 $37M 0.05% -21,753 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 253,524 $37M 0.05% -76,822 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 221,200 $32.2M 0.03% -553 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. 218,510 $31.9M 0.02% -4,971 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 208,276 $30.4M 0.03% -13,821 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 206,351 $30.1M 0.52% -4,966 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 206,124 $30.1M 0.04% +9,451 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 180,872 $27.8M 0.9% -5,961 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 186,312 $27.2M 0.03% +9,020 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 167,852 $26.9M 0.4% -893 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 181,224 $26.4M 0.03% -116,390 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 179,696 $26.2M 2.1% -887 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 178,921 $26.1M <0.01% +25,986 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 175,578 $25.6M 0.12% -34,173 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 160,000 $23.3M 0.08% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 158,674 $23.1M 0.01% +17,686 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 144,798 $21.1M <0.01% +2,627 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 144,563 $21.1M 0.01% +141,824 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 136,332 $19.9M 0.2% +681 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 137,691 $19.5M <0.01% +15,125 13F-HR/A Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 123,899 $18.1M 1.93% +1,493 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 119,598 $17.4M 0.19% +21,756 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 117,741 $17.2M 4.09% -274 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 116,383 $17M 0.01% -92,805 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 109,193 $15.9M 1.83% -74,689 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,069 $15.6M 0.02% +19,553 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 105,728 $15.4M 2.56% -928 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 103,581 $15.1M 0.19% +30,651 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 101,322 $14.8M 1.83% -12,371 13F-HR/A Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 100,324 $14.6M 1.88% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 92,943 $13.6M 0.39% -319 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 92,420 $13.5M <0.01% +16,126 13F-HR/A Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 87,524 $12.8M 1.25% -385 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 85,748 $12.5M +5,522 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 85,655 $12.5M 0.93% -85 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 83,641 $12.2M 0.05% +37 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 83,522 $12.2M 0.15% -1,175 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 82,905 $12.1M 5.41% -816 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 80,766 $11.8M 0.14% -3,778 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 77,512 $11.3M 1.21% +12,918 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 75,834 $11.1M 0.31% +383 13F-HR Timeline 25 LLC More: the full row for 25 LLC 75,262 $11M 3.38% -1,390 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 74,611 $10.9M 1.24% -11,940 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 73,365 $10.7M 0.13% +2,397 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 71,845 $10.5M 0.06% -6,654 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 70,841 $10.3M 1.82% +2,672 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 70,413 $10.3M 1.68% -1,075 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 69,521 $10.1M 0.57% +6,416 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 68,039 $9.92M 4.37% -1,353 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 68,016 $9.92M 1.98% +3,135 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 67,810 $9.89M 0.67% -7,549 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 67,703 $9.87M 0.66% -15,956 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 67,197 $9.8M 2.66% +43,693 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 66,342 $9.67M 0.12% -1,982 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 65,399 $9.53M 1.17% -2,346 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 65,035 $9.48M 0.3% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 63,595 $9.27M 0.13% +53,503 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 63,006 $9.19M 0.05% -2,177 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 62,922 $9.17M 3.51% +6,107 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 62,813 $9.16M 0.63% -139 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 62,476 $9.11M 0.01% +878 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 62,165 $9.06M 0.93% +301 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 61,141 $8.91M 1.87% -2,087 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 60,996 $8.89M 0.01% +19,306 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,057 $8.76M 0.02% +2,363 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,557 $8.54M 0.01% -279,652 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 58,151 $8.48M 1.86% +6,780 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 56,981 $8.31M 0.26% -1,403 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 56,604 $8.25M 0.87% +50,020 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 55,482 $8.09M 0.19% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,737 $7.36M 0.07% +16,827 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 50,128 $7.31M <0.01% -22,682 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 48,694 $7.1M 0.2% -271 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 48,491 $7.07M 0.9% -1,474 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 47,879 $6.98M 4.86% -1,301 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 47,496 $6.92M 3.93% -4,779 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 46,734 $6.81M 0.09% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 45,606 $6.75M 1.1% -1,592 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 45,889 $6.69M 6.66% +694 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,563 $6.64M 0.02% +2,896 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 44,941 $6.55M 0.63% -349 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 44,160 $6.44M 0.04% -3,441 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 44,120 $6.43M 0.09% +1,180 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 42,839 $6.25M 0.01% -2,892 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 42,085 $6.14M 1.27% +4,444 13F-HR/A Timeline Flower City Capital More: the full row for Flower City Capital 41,620 $6.07M 3.04% +1,242 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 41,591 $6.06M 1.86% +701 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 39,803 $5.8M 1.43% +981 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 39,591 $5.77M 1.14% +1,140 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,197 $5.71M 1.07% +935 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 38,426 $5.6M 3.39% +339 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 38,177 $5.57M 2.6% -880 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,978 $5.54M 0.01% -830 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 37,839 $5.52M 0.41% -17,644 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,535 $5.18M 0.14% +76 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35,500 $5.18M 2.84% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35,139 $5.12M 0.21% +1,504 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 34,852 $5.08M 1.36% +6,332 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 34,516 $5.04M 0.35% +4,226 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 33,999 $4.96M 0.02% -2,509 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 34,742 $4.94M 0.49% +14,773 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 33,207 $4.84M 0.28% +317 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,045 $4.82M <0.01% +5,370 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 32,774 $4.78M 3.52% +1,105 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 32,767 $4.78M 2.01% -3,045 13F-HR/A 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 32,715 $4.77M 4.29% +3,134 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 32,700 $4.77M 0.66% +8,280 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 32,635 $4.76M 0.07% +420 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 32,443 $4.73M <0.01% +26,715 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 32,316 $4.71M 2.3% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 31,847 $4.64M 0.38% -652 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 31,730 $4.63M 1.7% -5,760 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 31,560 $4.6M 0.87% -8,906 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,961 $4.51M 0.26% +577 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 30,302 $4.42M 1.88% -2,753 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,708 $4.33M 0.08% +795 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 29,247 $4.26M 0.04% +5,024 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 28,653 $4.18M 0.41% -623 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28,546 $4.16M 0.43% +106 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 28,496 $4.15M 0.33% -3,047 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,478 $4.15M 0.04% +19 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 28,285 $4.12M 0.47% -260 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 27,869 $4.06M 0.24% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 27,583 $4.02M 3.02% +1,923 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27,562 $4.02M 0.24% +712 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 27,284 $3.98M 0.23% -2,418 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 27,000 $3.94M 0.61% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 26,753 $3.9M 0.35% +141 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 26,669 $3.89M 0.01% -19,376 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 26,457 $3.86M 0.51% +760 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,011 $3.79M 0.01% -4,176 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 25,758 $3.76M 0.48% -2,304 13F-HR/A Timeline LPWM LLC More: the full row for LPWM LLC 25,743 $3.75M 0.95% +308 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 25,687 $3.74M 0.5% +1,441 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 22,754 $3.62M 1.09% -79 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24,741 $3.61M 1.59% +258 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 24,657 $3.59M 0.19% +1 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 24,926 $3.57M <0.01% +856 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 24,325 $3.55M 0.82% +403 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 24,145 $3.52M 1.6% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 24,070 $3.51M 1.12% -597 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 23,478 $3.42M 0.4% -693 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,214 $3.38M 2.37% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,038 $3.36M -2,011 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,811 $3.33M 0.1% -2,086 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,617 $3.3M 0.02% +1,076 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 22,177 $3.23M 0.18% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 21,451 $3.13M 0.17% -80 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 20,619 $3.01M 2.43% +1,385 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,490 $2.99M 0.02% -179 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,716 $2.89M -1,039 Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 19,554 $2.85M 1.51% +1,638 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. 19,001 $2.77M 0.05% -842 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 18,886 $2.75M 1.46% +3,559 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,633 $2.72M 0.17% -45 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 18,577 $2.71M 0.92% -76 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 18,088 $2.64M 1.96% -465 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 17,883 $2.61M 0.18% -402 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 17,853 $2.6M 0.52% -2,474 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 17,818 $2.6M 1.53% +857 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,696 $2.6M 0.01% -12,587 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,793 $2.59M 0.05% -293 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 17,504 $2.55M 1.62% +201 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,500 $2.55M 0.02% +13,555 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 16,507 $2.41M 0.95% +48 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,418 $2.39M 0.03% +1,054 13F-HR Timeline Savvy Advisors, Inc. 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