PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,111,223 $586M 0.7% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,081,931 $403M 5.43% +5,295,294 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,951,060 $362M 0.1% +703,703 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/ 8,178,938 $297M 0.02% +625,143 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 8,048,126 $292M 1.87% +841,229 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,696,421 $243M 26.04% +81,862 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,896,228 $231M 3.32% +5,703,764 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,691,838 $207M 0.03% +89,198 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,827,044 $175M 0.03% +170,752 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,678,447 $171M +615,257 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,881,689 $141M 0.03% +570,297 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,779,194 $137M 8.47% +975,094 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,593,322 $131M 15.39% +27,526 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,544,648 $129M 0.17% +345,454 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,116,004 $113M +77,182 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,980,742 $108M 1.73% +75,505 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,960,779 $108M 0.03% +830,009 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,663,857 $96.8M 0.99% +78,854 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,629,560 $95.6M 1.39% +32,720 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,616,558 $95.1M 3.03% +1,566,685 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,528,404 $91.9M 0.56% +192,951 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,467,317 $89.7M 0.1% +163,358 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,373,033 $86.3M 1.8% +100,519 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,191,171 $79.6M 12.19% +40,550 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,165,300 $78.7M 0.41% -17,437 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,945,472 $70.7M 3.43% +145,790 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,893,592 $69.4M 0.11% +182,428 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,864,707 $67.8M 7.7% -192,089 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,785,546 $64.9M 2.64% +48,551 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,765,590 $64.2M 12.04% +71,236 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,728,244 $62.8M 8.79% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,716,123 $62.4M 6.01% +29,814 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,696,259 $61.7M 6.42% +59,923 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,660,809 $60.4M 0.04% +100,187 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,632,806 $59.4M 0.08% +67,382 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,582,347 $57.5M +50,108 Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,569,043 $57M 7.41% +94,584 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,500,700 $54.6M 4.26% +18,816 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,438,524 $52.3M 6.68% +33,557 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,408,011 $51.2M +300,713 Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,378,934 $50.1M 5.18% +32,214 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,373,422 $49.9M 1.2% +112,441 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,320,407 $48M 3.95% +114,276 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,292,913 $47M 9.66% +54,312 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,263,507 $45.9M 8.63% 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,256,522 $45.7M 14.74% +114,855 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,249,322 $45.4M 11.19% +49,934 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,222,944 $44.5M 3.09% +152,739 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,178,276 $42.8M 8.05% +143,515 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,073,146 $39M 4.85% +25,287 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,037,653 $37.7M 0.17% +293,444 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,026,428 $37.3M 0.23% +39,343 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,023,495 $37.2M 0.38% -17,424 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,003,159 $36.5M 0.18% -37,643 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,000,974 $36.4M 2.13% -8,006 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 970,015 $35.1M 0.05% +95,369 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 931,446 $33.9M 0.69% +94,949 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 922,525 $33.5M 22.79% +19,270 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 908,604 $33M 0.68% -22,194 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 911,842 $33M 0.05% -2,605,504 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 896,025 $32.6M 2.67% -6,387 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 884,707 $32.2M 1.73% +15,770 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 851,849 $31.2M 4.89% +87,250 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 853,261 $31M 5.06% +35,606 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 850,802 $30.9M 1.14% +52,615 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 831,482 $30.2M 0.06% -33,086 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 832,339 $30.1M 1.12% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 825,207 $30M 0.08% +8,560 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 800,000 $29.1M 0.03% +20,398 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 787,708 $28.6M 0.26% +10,752 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 785,589 $28.6M 8.05% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 777,201 $28.3M 0.02% -363,896 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 775,776 $28.2M 16.6% +28,872 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 773,507 $28.1M 4.56% +44,329 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 757,557 $27.5M 3.92% +12,572 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 745,888 $27.1M 0.03% +123,358 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 744,681 $27.1M 12.56% +52,585 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 739,002 $26.9M 13% +13,576 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 732,233 $26.6M 0.01% -233,032 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 720,753 $26.2M 0.04% +127,862 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 718,259 $26.1M 0.12% -10,829 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 712,725 $25.9M 0.1% +45,232 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 707,996 $25.7M 0.16% -32,193 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 705,639 $25.6M 9.93% +5,026 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 698,348 $25.5M 5.96% -25,210 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 684,509 $24.9M 3.93% +41,042 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 680,650 $24.7M 0.02% +11,895 13F-HR Timeline Group Kure Advisory, LLC More: the full row for Kure Advisory, LLC 666,851 $24.2M 14.96% +9,060 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 665,000 $24.2M 10.3% -3,833 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 648,259 $23.7M 0.66% +37,584 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 638,073 $23.2M 0.67% +7,073 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 635,387 $23.1M 0.47% +45,782 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 634,969 $23.1M 1.84% -26,708 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 625,987 $22.8M 2.75% +10,608 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 625,322 $22.7M 2.28% +224,326 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 621,650 $22.6M 1.35% +9,494 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 617,245 $22.4M 0.04% +72,645 13F-HR Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 615,479 $22.4M 6.66% +21,184 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 604,915 $22M 9.69% +222,972 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 599,506 $21.8M 0.68% +1,109 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 594,744 $21.6M 3.86% +17,360 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 588,616 $21.4M 1.95% -37,698 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 563,787 $20.9M 0.55% +33,801 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 571,798 $20.8M 5.7% -636 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 571,119 $20.8M 8.01% +45,226 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 565,914 $20.6M 1.16% +20,485 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 550,930 $20M 10.84% +190 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 527,549 $19.2M 6.83% +36,424 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 522,645 $19M 6.54% -12,155 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 522,371 $19M 4.27% +36,322 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 519,820 $18.9M 0.04% -62,556 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 507,510 $18.4M 8.75% +29,885 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 506,671 $18.4M 0.85% -626,780 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 502,128 $18.3M 10.31% +32,833 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 488,274 $17.7M 0.11% +153,125 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 483,993 $17.6M 9.93% +23,832 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 481,909 $17.5M 0.03% -16,683 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 477,958 $17.4M 3.9% +6,624 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 477,111 $17.3M 10.5% +5,882 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 470,294 $17.2M 0.99% -42,860 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 473,707 $17.2M 9.8% +93,585 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 470,305 $17.1M 3.93% +44,056 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 464,871 $16.9M 1.35% +3,767 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 462,325 $16.8M 0.05% +42,440 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 438,844 $16M 7.21% +16,720 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 428,252 $15.6M 1.9% -35,381 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 425,980 $15.5M 0.01% +43,150 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 419,421 $15.2M 5.9% +23,184 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 520,158 $15.2M 8.43% -193 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 410,787 $14.9M 2.9% +132,980 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 410,268 $14.9M 1.32% -16,573 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 408,841 $14.9M 8.64% +6,637 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 407,186 $14.8M 0.35% -14,600 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 404,919 $14.7M 6.24% +9,831 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 395,741 $14.4M 0.17% +360 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 394,683 $14.3M 5.53% +3,575 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 392,029 $14.3M 0.19% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 391,729 $14.2M 1.07% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 391,637 $14.2M 2% +673 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 380,052 $13.9M 8.88% +34,849 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 381,564 $13.9M 7.48% +14,749 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 380,921 $13.8M 4.9% -2,288 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 377,809 $13.7M 0.48% -109,962 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 377,783 $13.7M 0.03% +75,911 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 377,300 $13.7M 12.23% +12,602 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 376,356 $13.7M 3.55% +14,251 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 371,223 $13.5M 2.86% -6,914 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 363,468 $13.2M 0.43% +6,406 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 360,663 $13.1M 9.79% +21,741 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 357,002 $13M 0.1% +39,899 13F-HR Timeline Group Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 356,891 $13M 7.88% +21,872 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 350,965 $12.8M 7.59% +13,978 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 350,493 $12.7M 3.23% +38,303 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 349,627 $12.7M 10.71% -5,968 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 345,495 $12.6M 4.17% +11,344 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 344,318 $12.5M 0.82% -70 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 342,122 $12.4M 3.42% +59,311 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 334,352 $12.2M 4.99% +21,140 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 326,189 $11.9M 1.36% +102,564 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 321,157 $11.7M 8.6% +9,730 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 320,863 $11.7M 1.5% +20,084 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 320,162 $11.6M 0.71% +35,882 13F-HR Timeline Vermillion Wealth Management, Inc. 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