PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,111,223 $557M 0.72% -2,642,428 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,247,357 $320M +1,805,391 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,553,795 $261M 0.02% +548,406 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,206,897 $250M 1.92% +1,554,228 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,614,559 $229M 25.59% -56,639 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,786,637 $200M 3.27% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,602,640 $194M 0.03% +702,812 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,656,292 $161M 0.03% +753,562 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,063,190 $140M +972,490 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,565,796 $123M 15.59% -86,898 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,517,346 $121M 0.16% -289,464 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,311,392 $114M 0.02% +68,258 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,199,194 $111M 0.16% +322,574 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,038,822 $105M +76,277 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,905,237 $100M 1.77% +144 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,804,100 $96.9M 9.37% -498,505 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,596,840 $89.8M 1.26% -6,911 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,585,003 $89.4M 0.99% +61,057 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,335,453 $80.7M 0.55% +492,869 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,303,959 $79.6M 0.1% +71,136 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,272,514 $78.6M 1.84% +257,385 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,182,737 $75.5M 0.42% -55,742 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,150,621 $74.3M 12.46% +15,553 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,130,770 $73.7M 0.02% +752,095 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,056,796 $71.1M 8.53% -6,949 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,799,682 $62.2M 2.36% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,736,995 $60M 2.77% +76,026 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,711,164 $59.4M 0.1% +147,509 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,694,354 $58.6M 12.3% +59,200 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,686,309 $58.3M 6.42% +52,372 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,636,336 $56.6M 6.36% +2,469 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,565,424 $54.1M 0.07% +89,490 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,560,622 $54M 0.04% +1,151,313 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,532,239 $53M -84,267 Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,481,884 $51.2M 4.35% -36,796 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,474,459 $51M 7.38% +52,948 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,404,967 $48.6M 6.63% +27,469 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,346,720 $46.6M 5.31% +13,952 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,260,981 $43.6M 1.18% +69,711 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,238,601 $42.8M 9.44% +28,654 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,206,131 $41.7M 3.75% +88,630 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,199,388 $41.5M 11.14% -146,638 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,153,664 $39.9M 0.26% -26,124 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,141,667 $39.5M 14.63% +36,607 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,141,097 $39.4M 0.03% +1,115,518 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,133,451 $39.2M 1.71% -412,037 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,107,298 $38.3M -201,442 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,070,205 $37.1M 2.82% +96,224 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,049,873 $36.3M 1.26% +365,858 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,047,859 $36.2M 5.01% +34,789 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,040,919 $36M 0.38% +24,590 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,040,802 $36M 0.19% +96,078 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,034,761 $35.8M 8.4% -111,223 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,008,980 $34.9M 2.22% -25,581 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 987,085 $34.1M 0.24% +72,010 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 965,265 $33.4M 0.01% -8,462 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 930,798 $32.2M 0.7% +30,650 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 903,255 $31.2M 24.7% -21,101 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 902,412 $31.2M 2.65% +8,732 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 874,646 $30.2M 0.05% -9,990 13F-HR/A Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 868,937 $30M 1.81% +44,102 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 864,568 $29.9M 0.06% -357,466 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 837,214 $28.9M 5.34% +44,902 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 836,497 $28.9M 0.68% +63,770 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 817,655 $28.3M 4.83% +58,041 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 816,647 $28.2M 0.08% +82,388 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 798,187 $27.6M 1.05% +198,407 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 779,602 $27M 0.04% +543,144 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 776,956 $26.9M 0.27% -12,045 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 764,599 $26.1M 4.64% +289,074 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 746,904 $25.8M 16.26% +29,874 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 744,985 $25.8M 4.04% -2,946 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 744,209 $25.7M 0.13% +280,365 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 740,189 $25.6M 0.19% +91,264 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 729,178 $25.2M 4.61% -35,482 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 729,088 $25.2M 0.12% +13,652 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 725,426 $25.1M 13.02% -7,239 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 723,558 $25M 6.38% +71,934 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 700,613 $24.2M 10.03% +20,254 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 692,096 $23.9M 12.48% -2,697 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 668,833 $23.1M 10.33% +33,025 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 668,755 $23.1M 0.02% -12,497 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 667,493 $23.1M 0.09% +61,528 13F-HR Timeline Group Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 661,677 $22.9M 1.88% -57,400 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 657,791 $22.7M 15.07% +33,820 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 643,467 $22.2M 4.02% +27,194 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 631,000 $21.8M 0.67% +6,058 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 626,314 $21.7M 2.28% +59,554 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 622,530 $21.5M 0.04% +187,497 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 615,379 $21.3M 2.49% +28,176 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 612,156 $21.2M 1.37% +20,827 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 610,675 $21.1M 0.66% +35,828 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 598,397 $20.7M 0.72% +101,247 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 594,295 $20.5M 7.08% +7,230 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 592,891 $20.5M 0.04% +91,810 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 589,605 $20.4M 0.46% +32,901 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 582,376 $20.1M 0.04% -2,366 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 577,384 $20M 3.96% +4,278 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 572,434 $19.8M 5.85% -8,762 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 550,740 $19M 11.04% +8,066 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 545,429 $18.9M 1.17% +12,786 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 544,600 $18.8M 0.03% +80,771 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 529,986 $18.8M 0.54% +22,947 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 534,800 $18.5M 6.88% +8,391 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 513,154 $18.2M 1.12% -48,869 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 525,893 $18.2M 7.67% +11,553 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 498,592 $17.2M 0.04% -390,688 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 491,125 $17M 6.54% +37,260 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 487,771 $16.9M 0.68% -73,793 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 486,049 $16.8M 4.25% +48,947 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 477,625 $16.5M 8.79% +57,335 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 471,334 $16.3M 4.03% +13,582 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 471,229 $16.3M 10.6% +12,898 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 469,295 $16.2M 10.39% +72,006 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 463,633 $16M 2.17% -102,970 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 461,104 $15.9M 1.26% +18,781 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 460,161 $15.9M 10.07% +54,634 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 520,351 $15.2M 8.43% -1,225 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 426,841 $14.8M 1.41% +40,783 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 426,249 $14.7M 3.9% +31,705 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 422,124 $14.6M 7.19% +4,420 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 421,786 $14.6M 0.37% +328,386 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 419,885 $14.5M 0.04% +110,285 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 402,204 $13.9M 8.92% +22,215 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 400,996 $13.9M 1.6% +246,336 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 396,237 $13.7M 5.87% +12,304 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 395,381 $13.7M 0.17% -5,163 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 395,088 $13.7M 6.39% -4,531 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 392,029 $13.6M 0.2% +5,293 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 391,729 $13.5M 1.12% +5,293 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 391,108 $13.5M 5.68% +2,816 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 390,964 $13.5M 2.12% +46,219 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 383,209 $13.2M 4.98% -24 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 382,830 $13.2M 0.01% +6,779 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 381,943 $13.2M 6.57% +23,687 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 380,122 $13.1M 8.54% +67,939 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 378,137 $13.1M 2.98% -3,415 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 366,815 $12.7M 7.45% 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 364,698 $12.6M 10.99% +18,576 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 362,105 $12.5M 3.62% +2,930 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 357,062 $12.3M 0.43% +4,936 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 355,595 $12.3M 10.87% +23,492 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 345,203 $11.9M 8.43% -14,563 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 344,388 $11.9M 0.84% +8,049 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 338,922 $11.7M 11.08% +13,634 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 336,987 $11.6M 8.06% +54,817 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 335,149 $11.6M 0.08% +109,673 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 335,019 $11.6M 7.89% +20,189 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 334,151 $11.6M 3.79% -12,917 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 317,103 $11M 0.09% +41,254 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 313,212 $10.8M 4.74% +312,986 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 312,190 $10.8M 2.88% +38,493 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 311,427 $10.8M 8.26% -6,227 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 303,385 $10.5M 0.36% +75,306 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 301,872 $10.4M 0.02% +248,635 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 300,779 $10.4M 1.46% +9,975 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 295,859 $10.2M 6.44% -14,208 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 284,280 $9.83M 0.65% +77,007 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 282,828 $9.78M 6.57% +4,452 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 282,811 $9.78M 3.25% +44,915 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 281,124 $9.72M 4.64% +38,369 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 280,032 $9.68M 0.01% +71,334 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 274,510 $9.66M 6.33% -42,158 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 277,807 $9.6M 2.13% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 277,128 $9.58M 0.91% +14,092 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 276,843 $9.57M 3.24% +7,527 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 270,194 $9.34M 0.09% +1,478 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 266,420 $9.21M 3.2% +155,786 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 268,351 $9.21M 4.72% +10,420 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 266,013 $9.2M 4.2% -2,989 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 263,777 $9.12M 5.49% +8,177 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 263,613 $9.11M 0.02% +237,256 13F-HR/A Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 261,001 $9.02M 4.51% -11,653 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 260,145 $8.99M 1.37% -74,968 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 257,318 $8.9M 5.79% +3,500 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 256,988 $8.88M 1.79% -20,809 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 254,760 $8.81M 1.59% -101 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 279,019 $8.71M 5.22% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 251,675 $8.7M 4.25% -67,627 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 244,461 $8.45M 8.84% -33,014 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 242,531 $8.38M 6.77% -20,339 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 240,852 $8.33M 2.74% -98,264 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 234,109 $8.09M 3.32% +5,506 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 231,606 $8.01M 2.36% +7,811 13F-HR Timeline Security Financial Services, INC. 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