Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,820,532 $91.1M +38,047 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,489,800 $59.4M 0.07% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,379,046 $56.7M 0.06% +238,838 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,198,522 $52.4M 10.06% +125,155 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,582,489 $37.7M 2.33% +528,128 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,314,870 $31.4M 5.88% +48,395 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,271,890 $30.3M 3.57% +70,649 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,079,686 $25.8M 1.83% -708,956 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 920,974 $22M 5.78% +46,561 13F-HR Timeline Rather & Kittrell, Inc. 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More: the full row for Bridgewater Advisors Inc. 543,390 $12.6M 0.88% -17,285 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 496,897 $11.9M 3.22% +12,702 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 490,659 $11.7M 7.69% +29,615 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 486,044 $11.6M 0.38% +767 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 481,835 $11.5M 0.04% -19,592 13F-HR Timeline Group Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 468,720 $11.2M 3.6% +10,817 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 465,050 $11.1M 1.44% +16,889 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 432,104 $10.3M 0.38% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 413,300 $9.86M 0.29% +17,419 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 413,093 $9.85M 1.97% +14,152 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 405,267 $9.67M <0.01% +11,594 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 401,568 $9.58M 0.13% -779 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 391,044 $9.33M 0.77% +4,934 13F-HR Timeline Timonier Family Office, LTD. 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More: the full row for Vannoy Advisory Group, Inc. 260,654 $6.22M 4.06% +6,802 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 258,635 $6.17M 0.59% +5,722 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 255,737 $6.1M 1.84% +12,765 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 244,351 $5.83M 0.53% +33,308 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 243,300 $5.8M 2.38% +15,698 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 242,676 $5.8M 1.35% -269 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 240,584 $5.74M 3.87% +17,052 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 225,741 $5.38M 0.03% -15,783 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 223,428 $5.33M 2.53% +6,512 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 215,273 $5.13M 0.83% +20,069 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 212,049 $5.06M 3.16% +7,575 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 203,008 $4.84M 1.3% +5,303 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 201,722 $4.81M <0.01% +12,444 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. 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More: the full row for JMG Financial Group, Ltd. 65,780 $1.57M 0.04% +1,270 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 58,634 $1.4M 0.12% +572 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 57,479 $1.37M 0.62% new 13F-HR/A Timeline Fortress Wealth Management, Inc. 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More: the full row for Diversified Portfolios, Inc. 48,296 $1.15M 0.1% +71 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 48,024 $1.15M 0.29% -1,265 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 47,804 $1.14M <0.01% -6,720 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 47,523 $1.13M 0.61% -4,214 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 46,497 $1.11M 0.35% +122 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 46,180 $1.1M 0.38% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 45,790 $1.09M 0.01% -4,089 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,006 $1.07M <0.01% -2,659 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 44,021 $1.05M 0.37% -5,454 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 43,920 $1.05M 0.42% -1,021 13F-HR Timeline Porter White Investment Advisors, Inc. 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More: the full row for M Holdings Securities, Inc. 38,667 $922K 0.19% +919 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 37,085 $884K 0.6% -1,086 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,586 $873K <0.01% +2,567 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 36,025 $859K 0.48% +372 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 34,647 $824K 0.02% -175 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 34,195 $815K <0.01% +9,060 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 33,396 $796K 0.17% +5,630 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 32,715 $780K 0.58% +2,288 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 31,665 $755K 0.39% -3,735 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 30,218 $721K 0.32% +473 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 27,988 $668K 0.02% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 27,909 $666K 0.04% -9,254 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 26,803 $639K 0.47% +6,411 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 26,459 $631K 0.01% +3,442 13F-HR Timeline Group DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 25,770 $615K 0.52% -4,500 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,563 $610K <0.01% +3,061 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 25,175 $600K 0.06% -3,211 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24,709 $589K 0.01% +15,910 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 24,329 $580K 0.14% -21 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 24,322 $580K 0.21% +1,875 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 23,287 $555K 0.06% +9,449 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22,910 $546K 0.1% +568 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 22,722 $542K 0.18% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 22,600 $539K 0.1% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,998 $525K 0.04% +19 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 21,831 $521K <0.01% +21,800 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 21,166 $505K 0.13% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 21,142 $504K 0.19% +45 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,418 $487K <0.01% +2,391 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 20,313 $484K 0.11% -46 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) 19,741 $471K 0.01% new 13F-HR Timeline Group Yoder Wealth Management, Inc. 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