Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,818,219 $99.9M -186,170 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,723,415 $71.2M 0.07% +28,547 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,326,002 $60.8M 2.36% +208,525 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,191,582 $57.3M 0.65% +495,017 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,011,875 $52.6M 0.06% -188,850 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,795,268 $47M 6.95% -734,130 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,456,821 $38.1M 6.1% +29,040 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,455,484 $38.1M 3.72% +10,888 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,194,369 $31.5M 0.09% +481,443 13F-HR Timeline Group GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,081,514 $28.7M 6.2% +25,839 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,008,922 $26.4M 3.69% +4,015 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 936,661 $24.5M 0.11% +8,322 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 757,577 $19.8M 0.1% +50,748 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 750,411 $19.6M 2.31% +52,294 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 717,843 $18.8M 3.36% +13,908 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 657,049 $17.2M 1.26% -37,903 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 600,451 $15.7M 3.53% +5,746 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 592,931 $15.5M 6.27% +171,714 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 543,699 $14.2M 8.31% +11,218 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 518,972 $13.6M 1.09% +56,607 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 504,582 $13.2M 3.71% +19,231 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 502,097 $13.1M 1.04% +46,296 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 470,402 $12.3M 0.04% -39,444 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 469,889 $12.3M 0.11% +23,030 13F-HR Timeline Group Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 441,767 $11.6M 4.16% +28,528 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 439,581 $11.5M 5.62% +8,258 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 438,451 $11.5M 1.95% +48,797 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 435,281 $11.4M 1.82% +7,243 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 420,815 $11M <0.01% -37,507 13F-HR Timeline Group Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 414,263 $10.8M 3.06% 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 412,325 $10.8M <0.01% +30,185 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 405,281 $10.6M 0.02% +23,588 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 395,886 $10.4M 0.13% -5,222 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 378,922 $10.3M +179,933 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 386,053 $10.3M 0.15% -2,139 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 390,810 $10.2M 2.87% +51,661 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 362,169 $9.47M 4.96% +9,083 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 332,365 $8.69M 0.06% +258,088 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 329,831 $8.63M 2.02% +7,735 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 323,800 $8.47M 0.01% +306,311 13F-HR Timeline Group Financial Harvest, LLC More: the full row for Financial Harvest, LLC 320,415 $8.38M 3.47% +26,150 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 318,109 $8.32M 0.08% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 308,340 $8.07M 0.23% -6,250 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 300,258 $7.85M 2.44% +15,459 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 291,455 $7.62M 0.61% +26,223 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 282,604 $7.39M 4.18% +269 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 258,386 $6.76M 0.42% -159,125 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 257,634 $6.74M 1.64% -414 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 256,111 $6.7M 0.03% -37,716 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 247,176 $6.47M 3.26% +11,978 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 239,698 $6.43M 0.13% +21,040 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 233,218 $6.1M <0.01% +21,248 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 231,797 $6.06M 2.24% +22,572 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 219,228 $5.74M 1.33% +5,031 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 218,910 $5.73M 2.39% +14,685 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 216,478 $5.66M 3.88% +3,223 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 213,752 $5.59M 2.07% +26,998 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 207,614 $5.43M 0.06% +198,109 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 201,626 $5.27M 1.23% -1,196 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 197,803 $5.17M 1.08% +33,866 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 194,205 $5.1M 0.94% +83 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 193,909 $5.07M 2.42% +9,424 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 187,675 $4.91M 0.41% +4,487 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 184,946 $4.84M 0.01% +1,751 13F-HR/A Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 184,840 $4.84M 3.76% +18,911 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 183,448 $4.8M 0.01% +54,957 13F-HR/A Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 181,735 $4.75M 2.34% +5,261 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 180,576 $4.72M 1.92% +20,781 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 176,421 $4.7M 0.64% -12,973 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 178,662 $4.67M 1.51% +11,023 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 178,564 $4.67M 0.02% +6,380 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 172,699 $4.67M 1.26% +20,279 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 177,401 $4.64M 1.54% +7,362 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 174,214 $4.56M <0.01% +4,129 13F-HR/A Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 172,857 $4.52M 1.06% +3,760 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 164,429 $4.3M 2.51% +6,603 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 163,133 $4.27M 1.58% +648 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 162,029 $4.24M 0.21% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 158,322 $4.14M 1.33% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 156,587 $4.1M 0.01% +42,240 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 154,582 $4.04M <0.01% -5,033 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 153,284 $4.01M 0.25% -9,703 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 153,121 $4.01M 0.03% +3,792 13F-HR/A Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 165,957 $3.8M 3.25% -15,365 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 141,595 $3.7M 0.18% -3,201 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 136,916 $3.58M 0.86% +725 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 133,373 $3.49M 1.09% +7,542 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 129,673 $3.39M 1.44% +3,330 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 127,782 $3.34M 0.17% +639 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 121,684 $3.18M 0.72% +549 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 121,280 $3.17M 0.63% +2,316 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 120,455 $3.15M <0.01% +25,221 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 114,242 $2.99M 1.3% +18,547 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 113,079 $2.96M 0.6% +2,976 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 110,900 $2.9M <0.01% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 109,022 $2.85M 1.4% +5,299 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 106,535 $2.84M 2.12% +18,472 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 108,349 $2.83M <0.01% new 13F-HR Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 107,609 $2.82M 1.47% +15,099 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 103,831 $2.72M 0.88% +4,173 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 99,348 $2.6M 1.13% +2,383 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 98,751 $2.58M 0.01% -4,171 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,709 $2.58M <0.01% +4,930 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 96,325 $2.52M 0.93% +2,008 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 92,655 $2.42M 1.77% +6,155 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 92,572 $2.42M <0.01% -1,559 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 84,518 $2.21M <0.01% +58,941 13F-HR Timeline Group Trailhead Planners LLC More: the full row for Trailhead Planners LLC 84,136 $2.2M 2.13% -5,962 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 76,855 $2.01M 0.07% -5,210 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 82,585 $1.95M 0.08% +57,571 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 73,595 $1.93M 0.19% +31,424 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 71,009 $1.86M 1.34% -441 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 70,730 $1.85M 1.11% +48,764 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 69,786 $1.83M 0.86% +1,368 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 68,776 $1.8M 1.3% +1,989 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 68,536 $1.79M 0.17% +14,496 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 68,256 $1.79M 0.7% -6,368 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 64,749 $1.73M 0.56% +4,446 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 63,090 $1.65M 0.12% +794 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 58,148 $1.52M 1.23% +2,830 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 56,579 $1.48M 0.22% -11,895 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 56,427 $1.48M 0.03% +930 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 56,295 $1.47M 0.02% -2,905 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 56,221 $1.47M 0.02% -3,312 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 56,054 $1.47M 0.04% -13,390 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 55,756 $1.46M 0.57% +1,124 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 54,709 $1.43M 0.21% -1,935 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,642 $1.4M 0.01% -12,660 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,343 $1.4M 0.01% +883 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 51,885 $1.36M <0.01% -625 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 51,842 $1.36M 0.15% +23 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 51,213 $1.34M 0.5% -1,420 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 50,928 $1.33M 0.01% +10,403 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,701 $1.33M <0.01% +11,929 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 50,540 $1.32M 0.4% -460 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 49,877 $1.3M 0.35% -311 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 48,924 $1.28M 0.02% +12,453 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 48,626 $1.27M <0.01% -1,446 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 48,478 $1.27M 0.04% +410 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 47,965 $1.25M 1.14% +954 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 47,563 $1.24M 0.48% +1,795 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 46,180 $1.21M 0.36% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 46,059 $1.2M 0.12% +78 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 45,973 $1.2M 0.53% -541 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 43,188 $1.13M 0.35% -8,385 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 42,682 $1.12M <0.01% +5,513 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 42,270 $1.11M 0.55% +2,296 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 41,216 $1.08M 0.03% -158 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 38,961 $1.06M 0.22% -361 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,441 $1.03M <0.01% +1,576 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 38,556 $1.01M 0.01% +10,298 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 38,346 $1M 0.28% -3,720 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 37,956 $993K 0.12% -208,538 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 37,909 $992K 0.3% -3,146 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 37,472 $980K 0.7% +20 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 35,041 $917K 0.21% -48 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 33,777 $884K 0.02% +101 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 33,740 $883K 0.55% +1,335 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 31,776 $831K 0.39% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 31,081 $813K 0.3% -1,712 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 30,866 $807K 0.59% -949 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 30,593 $800K 0.63% +6,100 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 28,889 $756K 0.01% -1,345 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 28,318 $741K 0.06% +6,334 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 27,988 $732K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 27,747 $726K 0.04% +2,553 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 27,466 $719K 0.12% -78 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 27,071 $708K <0.01% +2,419 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 26,223 $694K 0.26% -538 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 25,460 $666K 0.05% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 25,382 $664K 0.42% +223 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24,047 $629K 0.05% +5,500 13F-HR Timeline American Investment Services, Inc. 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More: the full row for XY Planning Network, Inc. 21,770 $570K 0.07% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,209 $555K <0.01% +10,020 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,167 $554K 0.01% +5,127 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 21,000 $549K 0.08% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,903 $547K <0.01% +20,378 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 20,800 $544K 1.16% -45,919 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,976 $523K 0.01% +2,325 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,252 $504K <0.01% +20 13F-HR Timeline Group Yoder Wealth Management, Inc. 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