Truepoint, Inc. More: the full row for Truepoint, Inc. 13,477,146 $569M 11.87% +414,390 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 12,875,670 $543M 0.59% +2,050,957 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 10,093,835 $426M 4% +5,555,465 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,918,874 $208M 17.42% +347,537 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,667,514 $196M 2.77% +259,037 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,435,777 $187M 10.83% +171,245 13F-HR/A Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,417,313 $186M 8.08% +217,288 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,065,684 $172M 6.77% +593,938 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,897,346 $165M 0.77% +181,906 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,833,555 $162M 14.99% +362,107 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,833,356 $162M 6.29% +585,671 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,679,427 $155M 1.76% +1,221,104 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,476,475 $147M 1.24% +138,609 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,413,260 $144M 7.32% +377,260 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 3,399,250 $143M 0.42% -130,852 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,296,316 $139M 8.72% +66,922 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,757,601 $116M 11.51% +236,030 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,598,931 $110M 8.04% +72,654 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,575,681 $109M 0.46% -681,746 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,256,591 $95.3M +92,585 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,127,154 $89.8M 0.11% +329,324 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,059,749 $86.9M 12.9% +62,442 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,884,045 $79.5M 22.35% +112,725 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,785,768 $75.4M 0.07% +21,214 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,719,977 $72.6M 10.15% +126,690 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,592,020 $67.2M 9.56% +50,298 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,495,183 $63.1M 14.56% +120,292 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,382,349 $58.3M 5.44% +94,379 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,380,920 $58.3M 1.83% +48,162 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,379,508 $58.2M 0.17% +10,114 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 1,351,950 $57.1M 0.1% +95,395 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,275,520 $53.8M 0.01% +157,870 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,256,426 $53M 4.66% +14,582 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,254,034 $52.2M 14.06% +50,443 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,198,195 $50.6M +223,045 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,185,403 $50M +212,203 Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,148,842 $48.5M 40.58% -22,723 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,145,551 $48.4M 0.01% +80,522 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,109,928 $46.9M 0.03% +818,316 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,088,752 $46M 0.58% +41,160 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,094,026 $45.5M +586,691 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 975,031 $41.2M 0.09% +326,825 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 979,852 $41M 0.8% -13,767 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 950,483 $40.1M 3.65% +36,120 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 898,068 $37.9M 10.89% +165,648 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 893,243 $37.3M 8.07% +80,728 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 884,325 $37.3M 5.53% +12,877 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 873,444 $36.9M 0.71% +241,990 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 866,442 $36.6M 0.01% +76,659 13F-HR Timeline Group Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 850,105 $35.9M 11.39% +59,397 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 842,494 $35.6M 1.3% new 13F-HR Timeline Group BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 825,494 $34.8M 9.79% +74,390 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 824,636 $34.8M 7.68% +1,524 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 809,244 $34.2M 3.31% +44,550 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 806,725 $34.1M 11.94% +18,226 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 757,059 $32M 12.63% +39,088 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 742,314 $31.3M 7.04% +70,323 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 735,680 $31.1M 0.88% -3,274 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 733,815 $31M 22.58% +34,553 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 733,429 $31M 4.97% +99,077 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 728,519 $30.8M 0.16% +198,125 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 723,730 $30.5M 5.44% +87,663 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 715,438 $30.2M 0.03% new 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 701,524 $29.6M 5.47% +69,128 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 681,228 $28.8M 3.6% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 669,870 $28.3M 7.62% +19,386 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 663,083 $28M 6.76% +29,618 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 646,124 $27.3M 0.81% +33,638 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 626,620 $26.4M 12.38% -51,633 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 624,792 $26.4M 7.36% +78,043 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 623,012 $26.3M 6.54% +19,479 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 597,541 $25.2M 0.04% +45,397 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 591,902 $25M 0.12% +279,242 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 588,020 $24.8M 0.02% +258,182 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 581,581 $24.5M 0.16% +436,354 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 579,174 $24.4M 10.6% +102,597 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 576,998 $24.4M 2.31% +68,402 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 547,090 $23.2M <0.01% -14,228 13F-HR Timeline Group Verisail Partners, LLC More: the full row for Verisail Partners, LLC 547,489 $23.1M 8.57% +22,678 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 544,478 $23M 1.53% +15,956 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 542,729 $22.9M 8.69% +20,027 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 541,118 $22.8M 0.03% +142,690 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 538,163 $22.7M 0.11% +4,753 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 537,855 $22.7M 0.18% -91,692 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 530,572 $22.4M 12.21% +14,319 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 516,715 $21.8M 0.29% +30,234 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 506,366 $21.4M 8.42% +25,202 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 502,526 $21.2M 10.22% +39,663 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 497,866 $21M 3.8% +20,211 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 488,859 $20.6M 10.57% +34,491 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 482,080 $20.3M 4.77% -11,372 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 471,187 $19.5M 0.39% +40,563 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 455,846 $19.2M 0.02% +86,798 13F-HR Timeline Group BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 447,697 $18.9M 11.03% +56,772 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 442,818 $18.7M 1.94% +9,246 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 440,497 $18.6M 8.09% +191,375 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 433,642 $18.3M 5.13% +30,017 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 427,481 $18M 2.68% -29,049 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 423,743 $17.9M <0.01% +38,923 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 416,839 $17.6M 6.09% +60,173 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 413,979 $17.5M 8.27% +1,751 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 407,548 $17.3M 8.73% +8,304 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 408,292 $17.2M 8.03% +13,603 13F-HR Timeline City State Bank More: the full row for City State Bank 392,935 $16.6M 3.8% +24,848 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 388,885 $16.4M 13.92% +28,537 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 387,057 $16.3M -91,005 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 386,395 $16.3M 0.17% +182,312 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 390,392 $16.2M 3.16% +186,118 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 380,842 $16.1M 0.08% -48,500 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 378,744 $16M 1.47% +9,479 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 376,067 $15.9M 3.75% +25,289 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 377,423 $15.8M 0.03% +51,955 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 370,444 $15.6M 3.63% +29,803 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 360,320 $15.2M 0.09% +105,785 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 360,171 $15.2M 4.08% +10,415 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 358,179 $15.1M 6.4% +40,245 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 351,672 $14.8M 0.06% +11,564 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 351,212 $14.8M 4.95% +15,966 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 349,716 $14.8M 0.92% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 348,193 $14.7M 0.09% +97,036 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 348,041 $14.7M 2.41% +4,314 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 345,812 $14.6M 1.83% +36,401 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 344,663 $14.5M 3.87% +18,098 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 342,537 $14.5M 3.37% +9,255 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 341,391 $14.4M 0.45% -31,854 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 335,331 $14.2M 0.13% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 334,600 $14.1M 5.44% +23,373 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 333,767 $14.1M 10.87% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 327,344 $13.8M 3.08% +8,885 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 321,704 $13.6M 10.3% +35,988 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 308,950 $13M 8.52% +14,414 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 308,556 $12.9M 6.99% -856 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 303,658 $12.8M 3.62% +40,282 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 302,287 $12.8M 2.05% +294,839 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 298,145 $12.6M 0.1% +193,442 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 296,233 $12.5M 6.8% +24,827 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 293,641 $12.4M 0.27% +70,485 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 292,786 $12.4M 8.8% -9,389 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 290,189 $12.2M 7.1% +30,361 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 287,908 $12.2M 5.52% +20,718 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 285,657 $12.1M 4% +20,635 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 285,493 $12.1M 4.46% +42,801 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 284,278 $12M 2.45% +14,555 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 282,203 $11.9M 1.97% +18,877 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 281,934 $11.9M 1.36% -2,492 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 278,140 $11.7M 1.21% +44,155 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 275,791 $11.6M 8.41% +88,938 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 272,631 $11.5M 6.18% +15,832 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 271,200 $11.4M 3.86% +50,447 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 270,750 $11.4M 1.16% +195,685 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 269,657 $11.4M 2.29% +44,289 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 261,998 $11.1M 6.96% -5,653 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 260,046 $11M 0.02% +24,452 13F-HR/A Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 251,315 $10.6M 1.41% +23,738 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 250,299 $10.6M 7.61% +17,042 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 246,146 $10.4M 7.2% 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 245,047 $10.3M 7.5% +10,467 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 243,899 $10.3M 0.51% +24,267 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 241,705 $10.2M 1.34% +63,676 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 235,345 $9.93M 0.01% -47,520 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 235,302 $9.93M 5.27% -14,017 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 229,619 $9.69M 2.18% +4,043 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 222,462 $9.39M 0.48% -22,973 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 217,073 $9.16M 0.16% +51,941 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 214,289 $9.05M 6.57% +39,083 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 212,109 $8.95M 0.43% +211,959 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 211,291 $8.92M 1.07% +5,287 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 210,072 $8.87M 0.01% -12,325 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 206,965 $8.74M 1.56% -19,637 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 195,428 $8.25M 1.72% +73,588 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 194,715 $8.22M 1.1% +4,583 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 192,203 $8.11M 1.87% +4,838 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 190,528 $8.04M 0.82% +13,307 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 189,699 $8.01M 5.69% +4,919 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 188,195 $7.94M 1.57% +14,202 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 184,346 $7.78M 2.84% +9,768 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 179,554 $7.58M 0.27% +167,024 13F-HR Timeline CLG LLC More: the full row for CLG LLC 178,474 $7.53M 1.65% +11,171 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 177,825 $7.51M 5.04% +3,465 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 175,724 $7.42M 0.72% +3,190 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 175,236 $7.4M 3.58% +1,140 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 175,981 $7.39M 6.15% -228,420 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 172,063 $7.26M 0.53% +3,033 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 171,615 $7.24M 0.04% +87,910 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 170,408 $7.16M 1.51% +2,030 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 166,912 $7.05M 5.96% +122,981 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 164,294 $6.93M 2.57% +322 13F-HR Timeline Physician Wealth Advisors, Inc. 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