TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 877,257 $38.9M 0.05% +42,847 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 876,762 $38.9M 18.83% +72,825 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 871,463 $38.7M 9.91% -10,048 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 865,847 $38.4M 14.76% +23,907 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 869,885 $38.3M 0.77% -27,130 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 861,816 $38.1M +424,983 Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 857,246 $38M 18.66% +31,872 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 846,296 $37.5M 5% -8,346 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 839,446 $37.2M 3.71% -8,442 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 834,859 $37M 18.25% +1,851 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 822,037 $36.5M 23.62% +63,812 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 815,457 $36.2M 0.06% -14,610 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 814,968 $36.2M 22.76% +5,955 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 814,210 $36.1M 20.85% +75,446 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 808,386 $35.9M 7.65% +8,443 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 804,075 $35.7M 0.45% -2,018 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 800,965 $35.5M 5.71% +143,521 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 790,070 $35M 17.42% -125 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 785,884 $34.9M 24.75% +2,082 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 785,237 $34.8M 10.97% +27,783 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 783,242 $34.7M 17.24% +62,304 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 778,572 $34.5M 5.87% -3,716 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 777,969 $34.5M 9.83% +21,718 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 776,633 $34.5M 29.21% +19,776 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 772,256 $34.3M 17.46% -5,155 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 748,344 $33.2M 25.07% +16,821 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 746,357 $33.1M 21.64% -25,475 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 746,235 $33.1M 12.14% -53,279 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 735,332 $32.6M 13.49% +54,201 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 733,058 $32.5M 1.49% +31,208 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 729,808 $32.4M 0.8% +8,048 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 729,792 $32.4M 3.89% -10,413 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 728,217 $32.3M 0.92% -20,957 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 724,338 $32.1M 11.73% -572 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 719,635 $31.9M 30.31% +14,595 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 707,528 $31.4M 2.3% -13,253 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 806,981 $31.4M 3.92% 0 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 705,804 $31.3M 0.46% -5,124 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 704,896 $31.3M 15.45% +7,813 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 701,602 $31.1M 21.56% 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 698,638 $31M 14.67% +15,641 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 699,586 $31M 23.9% -11,471 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 696,213 $30.9M 6.04% +9,174 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 694,969 $30.8M 5.17% +885 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 681,653 $30.2M 11.91% -8,440 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 667,142 $29.6M 0.02% +33,667 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 666,074 $29.5M 5.58% -32,203 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 656,345 $29.1M 0.25% -61,706 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 654,252 $29M 0.59% +19,658 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 647,044 $28.7M 11.22% +16,315 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 646,249 $28.6M 1.91% -1,272 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 630,644 $28M 1.28% -7,848 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 623,542 $27.7M 6.74% +65,887 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 615,188 $27.3M 10.76% +30,021 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 608,039 $27M 5.85% +4,387 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 604,324 $26.8M 1.06% +37,187 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 600,995 $26.7M 1.78% +596 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 576,229 $26.6M 14.44% +32,284 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 600,087 $26.6M 14.3% +8,553 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 722,749 $26.1M 10.2% +118,792 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 580,195 $25.7M 0.87% -109,545 13F-HR Timeline Group Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 579,098 $25.7M 17.69% +13,327 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 575,309 $25.5M 6.23% +22,833 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 573,031 $25.4M <0.01% -99 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 542,718 $24.1M 0.95% +10,505 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 534,791 $23.7M 10.37% +6,728 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 534,756 $23.7M 20.08% -1,591 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 530,816 $23.5M 6.31% -15,400 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 526,146 $23.3M 20.19% +3,027 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 526,067 $23.3M 16.95% +10,639 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 524,199 $23.3M 22.17% -25,228 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 515,346 $22.9M 19.65% +12,229 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 511,473 $22.7M 5.29% -38,063 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 498,834 $22.1M 0.84% -3,617 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 497,340 $22.1M 0.02% +2,762 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 487,697 $21.6M 0.73% +43,104 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 486,000 $21.6M 8.5% +21,418 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 478,822 $21.2M 12.93% -6,207 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 478,235 $21.2M 14.16% +4,839 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 476,601 $21.1M 16.04% -2,678 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 472,847 $21M 1.9% +8,386 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 470,164 $20.9M +14,066 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 470,062 $20.9M <0.01% +37,994 13F-HR Timeline Group Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 460,465 $20.4M 2.08% -35,188 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 455,590 $20.2M 10.94% +1,645 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 453,471 $20.1M 5.79% +438,708 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 449,368 $19.9M <0.01% +247,645 13F-HR Timeline Group E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 444,257 $19.7M 15.75% -11,898 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 441,349 $19.6M 0.03% +11,330 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 439,450 $19.5M 6.28% +14,731 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 434,973 $19.3M 0.22% +43,775 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 420,929 $18.7M 0.09% -19,803 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 420,508 $18.7M 0.18% +289 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 418,939 $18.6M 0.03% +26,310 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 403,495 $17.9M 0.87% +5,658 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 401,893 $17.8M 11.56% -12,403 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 400,000 $17.7M 0.01% +392,124 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 399,674 $17.7M 6% -3,878 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 399,130 $17.7M 0.01% +150,398 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 397,467 $17.6M 0.13% -13,819 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 396,464 $17.6M 0.68% -43,476 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 396,182 $17.6M 8.15% +3,062 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 394,802 $17.5M 0.12% +41,950 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 390,139 $17.3M 0.27% +81,643 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 384,140 $17M 7.94% -15,935 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 381,545 $16.9M 0.1% -3,263 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 380,631 $16.9M 0.78% +8,891 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 375,368 $16.7M 5.35% +13,322 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 371,403 $16.5M 3.36% -17,089 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 371,019 $16.5M 0.14% +18,519 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 370,731 $16.4M 0.23% +7 13F-HR Timeline Group Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 369,776 $16.4M 15.01% -4,673 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 367,649 $16.3M 0.82% +14,123 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 365,285 $16.2M 11.38% +44,593 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 358,171 $15.9M 9.22% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 352,356 $15.6M 7.89% +11,436 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 351,782 $15.6M 10.48% -66,067 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 345,559 $15.3M 0.03% +310,420 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 338,967 $14.9M 7.42% -3,266 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 330,465 $14.7M 10.8% +10,297 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 330,369 $14.7M 0.16% -7,814 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 331,630 $14.6M 4.48% -1,876 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 327,536 $14.5M 12.49% +15,695 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 321,210 $14.2M 5.34% -2,006 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 320,820 $14.2M 1.45% +47,283 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 320,192 $14.2M 0.35% +8 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 313,350 $14.1M 0.84% +42,100 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 315,175 $14M 0.94% -6,503 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 312,798 $13.9M 9.9% +8,731 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 308,320 $13.7M 9.97% -4,411 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 306,439 $13.6M <0.01% +96,010 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 303,987 $13.5M 0.21% +19,176 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 302,109 $13.4M 1.78% -4,284 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 302,298 $13.4M 3.45% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 300,547 $13.3M 0.99% +4,427 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 300,110 $13.3M 10.09% -1,570 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 292,250 $13M 0.28% -56,446 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 291,271 $12.9M 7.31% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 290,112 $12.9M 1.19% -4,452 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 289,397 $12.8M 1.24% +38,178 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 287,707 $12.8M 0.13% +41,555 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 287,705 $12.8M 0.86% +5,136 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 284,657 $12.6M 6.81% -26,936 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 282,755 $12.5M 10.5% +7,370 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 282,692 $12.5M 8.49% -445 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 282,580 $12.5M 0.01% +35,733 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 281,251 $12.5M 5.48% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 281,245 $12.5M 0.17% +13,858 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 279,959 $12.4M 3.51% +42,610 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 277,365 $12.3M 9.92% -4,169 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 274,292 $12.2M 3.67% -1,658 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 272,906 $12.1M 0.19% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 116,847 $12.1M 0.76% +106,597 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 269,949 $12M 0.39% -11,821 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 267,655 $11.9M 5.16% +18,928 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 264,770 $11.7M 0.59% +1,531 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 263,655 $11.7M 9.56% -9,429 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 258,449 $11.5M 1.79% -1,961 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 257,723 $11.4M 4.31% +11,074 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 256,434 $11.4M 2.12% -7,653 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 254,517 $11.3M 0.31% +91,131 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 253,392 $11.2M 2.86% -6,846 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 253,344 $11.2M 4.87% +3,008 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 252,167 $11.2M 5.49% +23,267 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 251,137 $11.1M 8.66% +11,836 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 250,822 $11.1M 2.77% -310 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 246,063 $10.9M 1.17% +3,589 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 245,177 $10.9M 1.64% -662 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 238,363 $10.6M 0.99% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 238,023 $10.6M 2.41% 0 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 237,209 $10.5M 5.1% +992 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 236,925 $10.5M 0.26% -24,596 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 233,536 $10.4M 1.12% +11 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 230,443 $10.2M 21.75% -26,383 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 227,474 $10.1M +122,512 Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 223,945 $9.93M 2.64% +4,102 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 223,457 $9.91M 2.54% -12,602 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 222,651 $9.88M 0.04% +78,980 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 220,432 $9.78M 0.12% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 192,085 $9.78M 7.26% -34,561 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 218,483 $9.69M 3.68% -1,409 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 218,467 $9.69M 3.82% +8,823 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 218,412 $9.69M 6.75% -2,027 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 215,191 $9.55M 0.7% +2,861 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 213,839 $9.49M 3.09% -4,147 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 209,906 $9.28M 2.43% +92,881 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 209,020 $9.27M 4.05% +19,206 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 204,444 $9.22M 0.5% -522 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 202,416 $8.98M 0.01% +4,699 13F-HR Timeline Group Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 199,973 $8.87M 6.62% -2,281 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 199,485 $8.85M 2.71% -11 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 193,784 $8.6M 1.97% -7,070 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 193,597 $8.59M 2.9% +5,762 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 193,956 $8.49M <0.01% +30,243 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 188,069 $8.34M 0.43% +1,226 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 181,326 $8.04M 0.04% +9,332 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 181,125 $8.03M 1.12% +82,655 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 180,859 $8.02M 0.81% +2,692 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 178,911 $7.94M 0.12% 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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