Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,004,389 $99.2M +103,429 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,694,868 $63.7M 0.07% +119,390 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,529,398 $59.8M 10.15% +153,777 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,200,725 $52M 0.06% -253,975 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,117,477 $50.1M 2.32% +208,208 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,696,565 $38.9M 0.76% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,444,596 $34.2M 3.67% +86,016 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,427,781 $33.8M 5.93% +72,383 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,326,000 $31.4M 0.03% +633,300 13F-HR Timeline Group GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,055,675 $25.9M 6.04% +50,120 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,004,907 $23.8M 3.67% -4,787 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 928,339 $22M 0.12% +75,406 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 712,926 $16.9M 0.08% -245,861 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 706,829 $16.7M 0.09% +19,342 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 703,935 $16.6M 3.28% +55,113 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 698,117 $16.5M 2.24% +23,138 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 694,952 $16.4M 1.19% -54,805 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 594,705 $14.1M 3.5% +70,685 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 532,481 $12.6M 8.18% +9,064 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 514,719 $12.2M 0.38% +25,091 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 509,846 $12.1M 0.05% -95,227 13F-HR Timeline Group Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 485,351 $11.5M 3.52% +7,454 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 455,801 $11.3M 1.02% +27,411 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 462,365 $10.9M 0.97% +109,578 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 458,322 $10.8M <0.01% +55,096 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 446,859 $10.6M 0.12% new 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 431,323 $10.2M 5.5% +57,931 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 428,038 $10.1M 1.79% +5,391 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 388,192 $10M 0.15% +226,509 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 421,217 $9.96M 5.27% +253,820 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 417,511 $9.87M 0.67% -104,423 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 413,239 $9.77M 4.06% +39,190 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 401,108 $9.49M 0.13% +397 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 389,654 $9.22M 1.84% +12,116 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 382,140 $9.04M <0.01% -41,637 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 381,693 $9.03M 0.02% +27,251 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 353,086 $8.35M 4.88% +40,193 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 339,149 $8.02M 2.53% +8,862 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 322,096 $7.62M 2.03% +33,655 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 314,590 $7.44M 0.23% +11,610 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 294,265 $6.96M 4.1% +24,628 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 293,827 $6.95M 0.03% +16,666 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 284,799 $6.74M 2.3% +16,829 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 282,335 $6.68M 4.23% +4,247 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 265,232 $6.27M 0.57% +10,242 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 258,048 $6.1M 1.67% -1,294 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 246,494 $5.83M 0.6% -16,416 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 235,198 $5.56M 3.17% +12,996 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 218,658 $5.5M 0.12% +5,390 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 214,197 $5.07M 1.31% +8,193 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 198,989 $5.05M -13,168 Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 213,255 $5.04M 3.74% +12,480 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 211,970 $5.01M <0.01% -7,547 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 209,225 $4.95M 1.94% +14,171 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 189,394 $4.85M 0.33% +11,002 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 204,225 $4.83M 2.27% +15,044 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 202,822 $4.8M 1.27% +316 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 194,122 $4.59M 0.99% +6,751 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 186,754 $4.42M 1.91% +7,207 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 184,485 $4.36M 2.36% +6,876 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 183,195 $4.33M 0.01% +118,878 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 183,188 $4.33M 0.46% -8,311 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 181,322 $4.29M 3.44% +15,365 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 176,474 $4.17M 2.19% -565 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 172,184 $4.07M 0.02% +8,112 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 170,085 $4.02M <0.01% +88,710 13F-HR Timeline Group BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 170,039 $4.02M 1.5% -2,267 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 169,097 $4M 1.03% +3,865 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 167,639 $3.96M 1.42% +15,742 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 159,795 $3.96M 1.93% +36,915 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 165,929 $3.92M 3.49% +28,199 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 163,937 $3.88M 0.92% +35,625 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 152,420 $3.88M 1.1% +25,777 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 162,987 $3.85M 0.28% -3,812 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 162,485 $3.84M 1.65% +21,147 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 160,500 $3.8M 0.2% +176 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 159,615 $3.77M <0.01% +81,353 13F-HR Timeline Group BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 157,826 $3.73M 2.52% +11,140 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 149,329 $3.53M 0.03% +35,609 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 144,796 $3.42M 0.19% -3,503 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 136,191 $3.22M 0.9% +17,268 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 128,491 $3.04M 0.01% +87,393 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 127,143 $3.01M 0.15% +10,829 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 126,343 $2.99M 1.44% +6,102 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 125,831 $2.98M 1.03% +17,303 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 121,135 $2.86M 0.72% +1,930 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 118,964 $2.81M 0.61% -3,712 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 114,347 $2.7M 0.01% -10,747 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 110,103 $2.6M 0.6% +4,686 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 103,723 $2.45M 1.37% +15,980 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 102,922 $2.43M 0.01% +15,102 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 99,658 $2.36M 0.88% +3,824 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 96,965 $2.29M 1.13% -7,849 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 95,695 $2.26M 1.13% +3,913 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 95,234 $2.25M <0.01% +8,918 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 92,779 $2.24M <0.01% -37,893 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 94,317 $2.23M 0.92% +6,353 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 94,131 $2.23M <0.01% -12,556 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 92,510 $2.19M 1.31% +11,317 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 90,098 $2.13M 2.05% +4,997 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 88,063 $2.05M 1.78% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 88,063 $2.05M 1.78% +35,080 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 86,500 $2.04M 1.66% +6,361 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 82,065 $1.94M 0.07% -3,641 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 74,624 $1.76M 0.83% -1,269 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 74,277 $1.76M 0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 71,450 $1.69M 1.25% +12,607 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 69,444 $1.64M 0.05% +2,612 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 68,474 $1.62M 0.3% -10,268 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 68,418 $1.62M 0.84% -491 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 66,787 $1.58M 1.29% -575 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 66,719 $1.58M 1.62% +2,991 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 66,302 $1.57M 0.01% +42,058 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 62,296 $1.47M 0.12% +1,894 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 60,303 $1.43M 0.53% +3,694 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 59,533 $1.41M 0.03% -6,219 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 59,200 $1.4M 0.02% -5,800 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 56,644 $1.34M 0.2% +6,198 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 55,497 $1.31M 0.03% +276 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 55,318 $1.31M 1.2% +1,320 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 54,040 $1.3M 0.14% +3,739 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 54,632 $1.29M 0.6% +18,151 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 52,633 $1.24M 0.52% +17 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 52,510 $1.24M <0.01% +1,529 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 52,460 $1.24M 0.01% -1,956 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 51,819 $1.23M 0.17% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 51,573 $1.22M 0.44% -2,522 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 51,000 $1.21M 0.42% -357 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 50,188 $1.19M 0.35% +2,462 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 50,072 $1.18M <0.01% +22 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 48,068 $1.14M 0.04% +560 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 47,011 $1.11M 1.14% +414 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 46,514 $1.1M 0.49% +12 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 46,180 $1.09M 0.37% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45,981 $1.09M 0.12% +596 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 45,768 $1.08M 0.43% +754 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 42,171 $997K 0.11% +11,275 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 42,066 $995K 0.3% -3,488 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) 41,374 $978K 0.03% +12,353 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 41,055 $972K 0.32% -2,157 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 40,525 $958K 0.01% +607 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 39,322 $948K 0.22% -36,562 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 39,974 $945K 0.53% +2,282 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 38,772 $917K <0.01% -3,571 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,865 $896K <0.01% +22,076 13F-HR Timeline Group marrick wealth, LLC More: the full row for marrick wealth, LLC 37,452 $886K 0.74% +125 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 37,169 $879K <0.01% +9,205 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 36,471 $863K 0.01% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 35,613 $842K 0.07% -6,947 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 35,089 $830K 0.2% +567 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 32,405 $823K 0.57% +1,340 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 34,171 $808K 0.29% -3,075 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 33,676 $796K 0.02% -899 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,160 $784K 0.01% -5,107 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 32,793 $776K 0.33% +1,005 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 31,815 $752K 0.63% -438 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 31,776 $752K 0.43% +2,625 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 31,443 $744K 0.03% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 30,234 $715K 0.01% +3,531 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 28,258 $668K 0.01% -729 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 28,043 $663K 0.5% +2,273 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 27,988 $662K 0.02% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 27,544 $651K 0.16% +946 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 26,761 $633K 0.28% -14 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,577 $605K <0.01% -2,445 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 25,460 $602K 0.06% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 25,194 $596K 0.04% +8,788 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 25,159 $595K 0.41% +1,421 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,652 $583K <0.01% +4,744 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 24,493 $579K 0.52% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 25,014 $573K 0.03% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 23,702 $561K 0.13% +10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22,261 $526K 0.08% -466 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,984 $520K 0.04% +2,628 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 21,966 $520K 0.32% new 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 21,166 $501K 0.12% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 21,000 $497K 0.08% -1,600 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 19,948 $472K 0.22% +497 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,758 $467K 0.05% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,564 $463K 0.01% +6,501 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,232 $455K <0.01% new 13F-HR Timeline Group Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 19,228 $455K 0.42% +647 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 18,861 $446K 0.16% +622 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18,547 $439K 0.04% +6,525 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,814 $421K 0.09% -9,725 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 17,437 $421K 0.36% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,651 $417K <0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 17,529 $415K 0.24% -200 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. 17,489 $414K <0.01% +866 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 17,200 $407K 0.26% -299 13F-HR Timeline CLG LLC More: the full row for CLG LLC 17,138 $405K 0.1% -410 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 16,692 $395K 0.3% -1,793 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 16,676 $394K 0.02% +17 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 16,615 $393K 0.04% 0 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,492 $390K 0.07% -3,053 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,456 $389K <0.01% +30 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 16,305 $386K 0.11% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,046 $379K 0.02% new 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. 16,040 $379K 0.01% +597 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,990 $378K 0.03% +18 13F-HR Timeline