Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,900,960 $89.3M +80,428 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,575,478 $59M 0.06% +196,432 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,454,700 $56.2M 0.07% -35,100 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,375,621 $54.4M 9.57% +177,099 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,909,269 $43.7M 2.26% +326,780 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 648,822 $14.9M 2.95% +81,938 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 605,073 $13.9M 0.05% +123,238 13F-HR Timeline Group United Wealth Management, LLC More: the full row for United Wealth Management, LLC 524,020 $12M 3.1% +27,123 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 523,417 $12M 7.66% +32,758 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 521,934 $12M 0.82% -557,752 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 489,628 $11.2M 0.36% +3,584 13F-HR Timeline Core Wealth Management, Inc. 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More: the full row for Timonier Family Office, LTD. 406,986 $9.32M 2.96% +22,608 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 403,226 $9.23M <0.01% +34,366 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 400,711 $9.18M 0.12% -857 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 377,538 $8.65M 1.82% +30,290 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 374,049 $8.57M 3.63% +41,574 13F-HR Timeline PINNEY & SCOFIELD, INC. 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More: the full row for CarsonAllaria Wealth Management, Ltd. 104,814 $2.4M 1.19% +3,724 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 95,834 $2.19M 0.84% +6,742 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 91,782 $2.17M 1.11% +5,707 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 87,964 $2.01M 0.79% +1,970 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 87,820 $2.01M 0.01% +15,151 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 87,743 $2.01M 1.21% +3,961 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 86,316 $1.98M <0.01% +6,533 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 85,706 $1.96M 0.07% +4,543 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 85,101 $1.95M 1.91% 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 81,375 $1.86M <0.01% -73,049 13F-HR Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 81,193 $1.86M 1.11% +4,527 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 80,139 $1.83M 1.53% 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 78,742 $1.8M 0.39% +30,718 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 78,262 $1.79M <0.01% -2,513 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 75,893 $1.79M 0.91% +1,829 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 75,884 $1.75M 0.26% -4,264 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 68,909 $1.58M 0.68% +275 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 67,362 $1.54M 1.31% -865 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 66,832 $1.53M 0.04% +1,052 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 65,752 $1.51M 0.03% -18,654 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 65,000 $1.49M 0.03% -5,000 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 64,317 $1.47M <0.01% -34,473 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 63,728 $1.46M 1.52% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 60,402 $1.38M 0.11% +1,768 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 60,091 $1.38M 0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 58,843 $1.35M 0.92% +26,128 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 56,609 $1.3M 0.47% +781 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 55,221 $1.26M 0.03% +30,512 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 54,416 $1.25M 0.01% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 54,095 $1.24M 0.46% -943 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 53,998 $1.24M 1.13% +14,690 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 52,983 $1.22M 1.13% 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 52,616 $1.2M 0.51% -4,863 13F-HR/A Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 51,357 $1.18M 0.42% -3,752 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 50,981 $1.17M <0.01% -4,716 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 50,446 $1.16M 0.18% +522 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 50,301 $1.15M 0.17% +7,285 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,050 $1.15M <0.01% +2,246 13F-HR/A Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 46,502 $1.14M 0.47% -26,939 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 49,529 $1.13M 1.09% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 47,726 $1.09M 0.33% +1,229 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 47,508 $1.09M 0.04% +4,695 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 46,597 $1.07M 1.1% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 46,180 $1.06M 0.38% 0 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 45,554 $1.04M 0.33% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45,385 $1.04M 0.11% +4,648 13F-HR Timeline Porter White Investment Advisors, Inc. 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More: the full row for Diversified Portfolios, Inc. 42,560 $975K 0.08% -5,736 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,343 $970K <0.01% -2,663 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 41,098 $941K <0.01% +20,680 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 39,918 $914K 0.01% +10 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 38,267 $876K 0.01% -7,523 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 37,692 $863K 0.56% +607 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 37,327 $855K 0.7% 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 37,246 $853K 0.32% -6,674 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 36,481 $835K 0.42% +456 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 34,575 $792K 0.02% -72 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 34,522 $791K 0.19% -7,027 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 32,253 $739K 0.64% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 31,788 $728K 0.33% +1,570 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 31,065 $711K 0.55% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 30,896 $708K 0.08% +7,609 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 29,151 $668K 0.38% -18,372 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) 29,021 $665K 0.02% +9,280 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 28,987 $664K 0.01% +17,974 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 26,775 $644K 0.29% -4,890 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 28,022 $641K <0.01% -6,173 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 27,988 $641K 0.01% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 27,964 $640K <0.01% +2,401 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 27,539 $631K 0.14% -5,857 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 26,703 $612K 0.01% +244 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 26,598 $609K 0.18% +3,876 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 25,770 $590K 0.45% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 25,460 $583K 0.06% +285 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 25,014 $573K 0.03% -2,895 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 24,493 $561K 0.53% 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,244 $555K 0.01% +18,222 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 24,176 $554K 0.17% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 23,738 $544K 0.38% -3,065 13F-HR Timeline American Investment Services, Inc. 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