PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 14,695,589 $560M 0.68% -1,415,634 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,001,558 $419M 5.4% -80,373 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,028,930 $382M 0.11% +77,870 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/ 8,622,081 $329M 0.02% +443,143 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,363,568 $317M 1.66% +315,442 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,608,532 $252M 25.88% -87,889 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,179,982 $236M 0.03% +488,144 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,216,100 $199M 0.03% +389,056 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,071,907 $155M -606,540 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,988,443 $152M +106,754 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,968,477 $151M 7.81% +189,283 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,858,052 $147M 0.18% +313,404 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,627,710 $138M 15.61% +34,388 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,408,299 $130M 2.54% +2,575,960 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,320,899 $127M 0.03% +360,120 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,321,149 $126M 0.17% +2,409,307 13F-HR/A Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,246,569 $124M +130,565 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,997,998 $114M 1.69% +17,256 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,820,648 $107M 3.25% +204,090 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,707,178 $103M 1.01% +43,321 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,681,334 $102M 1.97% +308,301 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,654,500 $101M 0.57% +126,096 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,652,589 $101M 1.28% +23,029 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,508,968 $95.6M 0.1% +41,651 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,205,032 $84M 12.41% +13,861 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,094,912 $79.8M 0.09% +1,349,024 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,067,454 $78.8M 3.43% +121,982 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,047,512 $78M 0.62% -117,788 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,925,835 $75M 0.1% +32,243 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,963,369 $74.8M 0.53% +1,671,881 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,905,347 $72.6M 0.38% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,900,000 $72.4M 0.09% +1,100,000 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 1,863,526 $71M 7.94% -1,181 13F-HR/A Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,857,465 $70.8M 12.8% +91,875 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,824,816 $69.5M 2.59% +39,270 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,794,381 $68.4M 9.34% +66,137 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,755,694 $66.9M 0.09% +122,888 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,729,901 $65.9M 0.04% +69,092 13F-HR/A Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,664,646 $63.4M 6.54% -31,613 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,657,658 $63.2M +249,647 Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,596,815 $60.9M +14,468 Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,494,475 $57M 4.35% -6,225 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,481,005 $56.4M 2.08% +107,583 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,458,188 $55.6M 5.98% +19,664 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,395,818 $53.2M 4.94% +16,884 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,370,853 $52.2M 10.37% +77,940 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,321,376 $52.1M 3.38% +98,432 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,320,003 $50.3M 15.27% +63,481 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,221,532 $46.6M 8.5% -41,975 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,207,997 $46M 11.98% -41,325 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,181,987 $45M 8.17% +3,711 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,178,866 $44.9M 0.07% +696,957 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,113,323 $42.4M 0.2% +110,164 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,086,178 $41.4M 5.09% +13,032 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,076,494 $41M 0.42% +52,999 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,067,780 $40.7M 0.15% +30,127 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,055,531 $40.2M 13.53% +535,373 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,054,858 $40.2M 0.23% +28,430 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,049,261 $40M 0.23% +1,013,372 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,026,796 $39.1M 0.06% +56,781 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,012,577 $38.6M 2.17% +11,603 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 974,091 $37.1M 0.82% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 972,176 $37M 24.14% +49,651 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 959,742 $36.6M 1.72% +75,035 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 955,311 $36.4M 0.65% +23,865 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 953,684 $36.3M 5.92% +68,042 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 942,337 $35.9M 1.19% +91,535 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 914,820 $35.6M 5.25% +62,971 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 900,258 $34.3M 5.31% +46,997 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 894,728 $34.3M 1.3% +892,433 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 890,928 $34M 2.41% +858,989 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 878,847 $33.5M 0.68% -29,757 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 862,586 $32.9M 2.67% +227,617 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 858,709 $32.7M 9.13% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 855,347 $32.6M 2.63% -40,678 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 848,859 $32.4M 3% +223,537 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 848,806 $32.3M 0.08% +23,599 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 824,882 $31.4M 1.76% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 813,229 $31M 0.01% +80,996 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 811,656 $30.9M 0.06% -19,826 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 804,301 $30.7M 6.75% 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 799,679 $30.5M 16.61% +23,903 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 791,632 $30.2M 0.05% +70,879 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 784,645 $29.9M 0.25% -3,063 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 776,235 $29.6M 7.77% -9,354 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 769,808 $29.3M 12.9% +25,127 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 759,225 $28.9M 4.03% +1,668 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 752,211 $28.7M 0.11% +39,486 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 733,079 $27.9M 3.95% +48,570 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 727,037 $27.7M 13.13% -11,965 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 715,468 $27.3M 0.45% +80,081 13F-HR/A Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 713,950 $27.2M 10.07% +8,311 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 713,436 $27.2M 0.11% -4,823 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 712,657 $27.2M 15.19% +45,806 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 701,795 $26.7M 0.02% +21,145 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 684,213 $26.1M 5.74% -14,135 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 680,911 $25.9M 0.05% +605,417 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 674,139 $25.7M 0.15% -33,857 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 668,022 $25.5M 0.69% +19,763 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 663,248 $25.3M 0.04% +46,003 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 660,014 $25.2M 2.72% +34,027 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 650,447 $24.8M 1.44% +28,797 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 640,191 $24.4M 9% +69,072 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 632,597 $24.1M 10.54% -32,403 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 592,456 $23.6M 0.58% +28,669 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 618,769 $23.6M 0.14% +130,495 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 615,859 $23.5M 6.27% +380 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 610,793 $23.3M 3.92% +16,049 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 607,052 $23.1M 10.04% +2,137 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 603,362 $23M 1.24% +37,448 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 601,293 $22.9M 0.69% +1,787 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 579,132 $22.1M 11.18% +95,139 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 575,380 $21.9M 7.47% +47,831 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 571,611 $21.8M 4.45% +49,240 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 568,967 $21.7M 5.68% -2,831 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 561,088 $21.4M 1.94% -27,528 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 556,228 $21.2M 10.62% +5,298 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 516,610 $19.7M 10.48% +14,482 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 510,887 $19.5M 6.21% -11,758 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 489,159 $19.2M +18,865 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 503,402 $19.2M 0.62% -134,671 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 501,378 $19.1M 4.02% +31,073 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 498,169 $19M 11.04% +21,058 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 495,879 $18.9M 4.08% +17,921 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 495,769 $18.9M 0.05% +33,444 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 481,178 $18.4M 9.99% +7,471 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 480,890 $18.3M 0.02% +54,910 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 479,202 $18.3M 1.38% +14,331 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 475,153 $18.1M 0.81% -31,518 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 443,947 $16.9M 0.03% -75,873 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 443,641 $16.9M 7.62% +4,797 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 431,657 $16.5M 5.77% +36,974 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 424,667 $16.2M 6.08% +5,246 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 418,840 $16M 1.79% -9,412 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 410,787 $15.7M 2.99% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 409,538 $15.6M 0.03% +31,755 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 407,982 $15.5M 8.93% -859 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 407,186 $15.5M 0.33% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 402,622 $15.3M 4.1% +60,500 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 387,968 $15.3M 7.85% +37,003 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 397,777 $15.2M 0.02% +111,419 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 396,380 $15.1M 5.71% -8,539 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 394,707 $15M 1.94% +3,070 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 392,029 $14.9M 0.19% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 391,729 $14.9M 1.03% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 391,367 $14.9M 1.24% -18,901 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 390,347 $14.9M 7.68% +8,783 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 389,220 $14.8M 3.74% +12,864 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 386,941 $14.8M 5.25% +52,589 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 388,846 $14.8M 10.52% 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 382,023 $14.6M 5.03% +1,102 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 378,900 $14.4M 8.28% +22,009 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 378,128 $14.4M 9.2% +828 13F-HR/A Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 377,335 $14.4M 8.68% -2,717 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 372,093 $14.2M 10.32% +11,430 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 370,585 $14.1M 5.3% +68,729 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 367,406 $14M 1.57% +41,217 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 367,312 $14M 2.89% -3,911 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 365,037 $13.9M 0.44% +1,569 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 364,256 $13.9M 10.97% +14,629 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 359,241 $13.7M 8.02% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 359,100 $13.7M 0.79% +38,938 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 358,621 $13.7M 4.31% +13,126 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 354,263 $13.5M 0.45% -23,546 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 353,507 $13.5M 0.16% -42,234 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 352,800 $13.4M 6.02% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 347,821 $13.3M 3.18% -2,672 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 341,109 $13M 0.82% -3,209 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 331,751 $12.6M 1.45% +10,888 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 329,016 $12.5M 3.98% 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 328,806 $12.5M 8.88% +7,649 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 305,372 $12.5M 5.62% +37,945 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 321,566 $12.3M 0.08% -35,436 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 320,305 $12.2M 0.14% +232,932 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 320,178 $12.2M 1.82% +174,569 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 312,941 $11.9M 12.61% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 304,876 $11.6M 4.76% -6,826 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 302,276 $11.5M 0.85% +125,168 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 302,235 $11.5M 1.13% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 293,559 $11.4M 5.08% +8,367 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 294,465 $11.2M 3.42% +28,045 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 293,009 $11.2M 6.84% +14,782 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 291,349 $11.1M 4.02% +37,395 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 289,962 $11.1M 0.97% +1,711 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 287,109 $10.9M 10.75% 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 285,623 $10.9M 6.27% -3,810 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 284,729 $10.9M 4.72% +17,497 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 283,630 $10.8M 2.64% +3,031 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 280,056 $10.7M 1.24% +20,998 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 277,678 $10.6M 5.2% +266,578 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 275,700 $10.5M 6.29% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 275,475 $10.5M 3.16% -4,253 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 275,160 $10.5M 6.1% -341 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 274,699 $10.5M 4.21% +3,004 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 273,063 $10.4M 5.84% +24,541 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 272,128 $10.4M 2.76% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 271,767 $10.4M 0.02% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 265,661 $10.1M 1.4% +68,117 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 265,187 $10.1M 1.59% +14,491 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 260,672 $9.93M 7.55% +9,690 13F-HR Timeline