Truepoint, Inc. More: the full row for Truepoint, Inc. 11,512,852 $487M 12.11% +209,514 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,037,152 $128M 9.93% +37,195 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,878,822 $122M 0.83% +765,145 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,823,753 $119M 8.23% new 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 2,793,770 $118M 1.29% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,712,518 $115M 1.27% +25,898 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,502,325 $106M 13.75% +73,413 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,451,980 $104M 15% +79,515 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,337,825 $98.8M 0.71% +460,615 13F-HR/A Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,163,709 $91.4M 10.85% -32,103 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,148,340 $90.3M 2.45% +107,829 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,037,414 $86.1M 6.25% +124,059 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,887,341 $79.8M 14.38% -934,113 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,620,861 $68.5M +119,516 Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,516,839 $64.1M 22.6% +95,254 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,491,156 $63M 1.95% +21,293 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,440,685 $60.9M 0.08% -49,587 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,380,163 $58.3M 0.23% -101,019 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,361,482 $57.5M 9.39% +28,183 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,352,097 $57.1M 5.52% +118,907 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,324,041 $56M 0.27% -11,932 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,312,044 $55.4M 0.07% -142,164 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,162,317 $49.1M 9.73% +86,007 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,094,129 $46.2M 0.02% +3,686 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,075,353 $45.4M 5.06% -4,060 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,068,573 $45.2M 1.22% -38,660 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,064,837 $45M 1.76% -150,429 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,031,555 $43.6M 0.09% +112,781 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,006,961 $42.6M 15.21% +28,488 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 916,731 $38.7M 0.68% +3,464 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 912,879 $38.6M 7.06% +44,299 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 856,406 $36.2M 4.28% -30,662 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 786,000 $33.2M 14.67% +5,431 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 785,618 $33.2M 6.12% -31,755 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 731,207 $30.9M 0.01% +10,018 13F-HR/A Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 683,067 $28.9M 8.09% +65,322 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 682,530 $28.8M 3.43% +30,715 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 680,036 $28.7M 3.44% -5,102 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 671,886 $28.2M 8.07% +52,795 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 647,115 $27.3M 14.55% +83,866 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 640,180 $27.1M 10.74% +21,022 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 638,947 $26.9M 11.9% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 620,998 $26.2M 0.19% +113,022 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 619,646 $26.2M 11.51% -80,169 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Vestmark Advisory Solutions, Inc. 477,748 $20.2M 0.29% +246,639 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 475,528 $20.1M 8.53% +3,750 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 468,741 $19.8M 1.14% +3,588 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 460,494 $19.5M 9.02% -19,614 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 458,811 $19.4M 1.59% +8,789 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 455,667 $19.3M 13.74% +24,280 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 451,495 $19.1M 9.11% +18,629 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 440,157 $18.6M 0.03% +88,934 13F-HR Timeline Group Blume Capital Management, Inc. 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More: the full row for Momentous Wealth Management, Inc. 400,555 $16.9M 10.94% +31,282 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 399,256 $16.9M 8.39% -17,990 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 395,903 $16.7M 1.66% -15,151 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 392,320 $16.6M -506 Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 379,727 $16M 6.2% +45,870 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 377,883 $15.8M 0.46% +19,042 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 367,532 $15.5M 0.94% -327,678 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 365,203 $15.4M 7.54% +52,309 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 364,918 $15.4M +190,033 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 362,468 $15.3M 0.03% -51,162 13F-HR/A Timeline Group CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 359,403 $15.2M 7.29% +15,167 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 356,717 $15.1M 9.8% +54,727 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 351,836 $14.9M 2.33% +35,948 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 349,925 $14.8M 11.35% -58,710 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 348,620 $14.8M 0.91% +35,638 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 349,249 $14.8M 5.03% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 345,571 $14.6M 0.08% -66,358 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 343,110 $14.5M 4.28% +22,978 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 339,422 $14.3M 5.2% -2,204 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 337,777 $14.3M 2.97% -12,524 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 334,287 $14.1M 8.96% +17,939 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 329,237 $13.9M 10.27% +19,914 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 325,910 $13.8M 6.43% +17,079 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 294,699 $12.5M 3.68% +19,290 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 286,492 $12.1M 4.88% +15,532 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 286,228 $12.1M 0.02% +14,187 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 280,674 $11.9M 8.2% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 282,024 $11.9M 0.02% +15,043 13F-HR Timeline City State Bank More: the full row for City State Bank 276,525 $11.7M 3.66% +8,035 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 274,299 $11.6M 8.02% +84,384 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 273,132 $11.5M 2.04% +1,647 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 266,366 $11.3M 5.6% -4,954 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 266,053 $11.2M 4.08% +25,708 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 265,175 $11.2M 8.61% -3,724 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 262,633 $11.1M 6.99% -14,600 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 255,982 $11M 5.32% +2,134 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 250,840 $10.6M 8.48% +1,437 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 249,788 $10.6M 3.76% +13,409 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 246,761 $10.4M 1.94% -2,390 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 241,427 $10.2M 5.58% +10,140 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 239,717 $10.1M 0.01% -221,176 13F-HR/A Timeline Group Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 237,617 $10M 8.88% +21,516 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 236,694 $10M 0.12% -502 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 229,732 $9.71M 0.19% -62,173 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 227,808 $9.63M 3.58% +9,659 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 227,250 $9.6M 3.27% +16,524 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 226,502 $9.57M 2.46% -17,867 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 222,743 $9.41M 3.24% +35,392 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 218,813 $9.25M 4.15% +27,106 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 218,655 $9.24M 0.01% -328,904 13F-HR Timeline Group Financial Symmetry Inc More: the full row for Financial Symmetry Inc 217,370 $9.19M 4.74% +8,393 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 216,509 $9.15M 0.07% +4,062 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 212,063 $8.96M 0.08% +2,262 13F-HR Timeline Group ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 211,616 $8.94M 7.87% +7,710 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 209,884 $8.87M 2.58% -3,863 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 208,149 $8.8M 0.57% +6,031 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 203,973 $8.62M <0.01% +5,942 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 199,292 $8.42M 1.78% -36,443 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 198,224 $8.38M 0.46% +2,930 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 194,590 $8.22M 0.03% -518 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 193,322 $8.17M 1.3% -3,618 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 188,921 $7.98M 1.76% +1,544 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/ 183,002 $7.73M <0.01% -4,810 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 180,979 $7.65M 4.6% -8,814 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 178,694 $7.55M 16.57% +155,879 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 178,256 $7.53M 2.79% -18,434 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 176,554 $7.4M 0.28% -205 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 171,775 $7.26M 1.81% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 171,578 $7.25M 5.24% +4,215 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 161,396 $6.82M 2.83% +109 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 161,032 $6.81M 5.07% +6,015 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 160,995 $6.8M 2.53% +13,606 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 153,954 $6.51M 1.12% +1,399 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 153,881 $6.5M 0.58% -2,918 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 153,815 $6.5M 4.44% -826 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 152,668 $6.45M 2.79% +13,171 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 151,753 $6.41M 1.57% +1,342 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 149,831 $6.33M 5.63% -11,853 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 148,369 $6.27M 0.29% +1,056 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 146,816 $6.2M 3.89% +59,875 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 145,022 $6.13M 4.71% +3,674 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 143,506 $6.06M 0.16% +8,485 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 142,056 $6M 1.82% -65,839 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 139,767 $5.91M 3.14% +5,576 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 138,994 $5.87M 1.7% +6,029 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 138,221 $5.84M 0.38% +36,176 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 136,570 $5.77M 4.66% +26,603 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 134,328 $5.68M 0.01% +71,534 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 129,343 $5.47M 3.74% -27,954 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 129,089 $5.46M 1.14% -21,625 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 127,857 $5.4M 1.36% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 127,848 $5.4M 0.05% +46,027 13F-HR/A Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 127,971 $5.37M 3.8% +877 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 124,869 $5.28M 0.21% +2,272 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 121,613 $5.14M 1.52% -19,861 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 119,413 $5.05M 5.28% +7,630 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 118,775 $5.02M 0.23% +76,204 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 117,765 $4.98M 1.24% -189 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 113,392 $4.77M 2.91% +2,105 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 112,349 $4.75M 2.08% +5,173 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 108,651 $4.59M 0.78% +5,513 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 108,604 $4.59M 0.21% -737 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 107,930 $4.56M 0.1% +8,116 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 107,818 $4.56M 1.42% +5,031 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 107,088 $4.53M 2.11% +7,890 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 106,571 $4.5M 0.29% +8,248 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 106,481 $4.5M 0.54% +2,321 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 105,686 $4.47M 3.62% +2,484 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,236 $4.45M <0.01% +394 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 100,717 $4.26M 1.87% -7,873 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 99,795 $4.22M 1.93% -28,336 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Arcadia Wealth Management, Inc. 92,253 $3.9M 2.66% +4,771 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 87,301 $3.69M 2.53% -3,933 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 84,813 $3.58M 1.57% +84,633 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 81,408 $3.44M 0.89% +13,154 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 79,392 $3.36M 0.03% +4,452 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 79,391 $3.36M 0.24% +4,961 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 76,809 $3.25M 0.07% -21,416 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 75,880 $3.21M 2.22% +28,241 13F-HR Timeline Foster Group, Inc. 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