Truepoint, Inc. 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More: the full row for RATIONAL ADVISORS, INC. 388,805 $16.6M 1.65% -7,098 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 382,747 $16.5M 0.43% +4,864 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 381,926 $16.3M 9.29% +25,209 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 376,747 $16.1M 11.87% +26,822 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 363,449 $15.5M 10.1% +34,212 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 355,856 $15.2M 2.14% +4,020 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 351,211 $15M 8.51% +16,924 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 347,171 $14.8M 4.93% +7,749 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 345,032 $14.8M 6.4% +19,122 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 342,611 $14.7M 0.85% -6,009 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 337,199 $14.4M 8.57% +62,900 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 324,856 $13.9M 2.77% -12,921 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 323,908 $13.9M 0.02% -116,249 13F-HR Timeline Group Divergent Planning, LLC More: the full row for Divergent Planning, LLC 311,353 $13.3M 3.55% -31,757 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 308,872 $13.2M 0.02% +26,848 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 306,810 $13.1M 3.6% +12,111 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 304,682 $13M 4.8% +18,190 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 297,371 $12.8M 2.01% +24,239 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 295,864 $12.7M 0.02% +9,636 13F-HR Timeline Group City State Bank More: the full row for City State Bank 295,789 $12.6M 3.65% +19,264 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 290,296 $12.4M 3.93% +24,243 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 287,393 $12.3M 5.43% +31,411 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 283,240 $12.2M 7.94% +2,566 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 285,421 $12.2M 5.38% +19,055 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 285,335 $12.2M 3.74% +35,547 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 279,610 $12M 0.11% -210,768 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 279,316 $11.9M 0.01% +144,988 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 276,078 $11.8M 8.68% +25,238 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 275,567 $11.8M 3.51% +52,824 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 272,123 $11.6M 0.22% -205,625 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 265,132 $11.3M 6.25% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 260,183 $11.1M 0.01% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 252,357 $10.8M 0.58% -115,175 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 248,960 $10.6M 4.77% +31,590 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 245,969 $10.5M 6.22% -16,664 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 241,884 $10.3M 0.16% +12,152 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 240,138 $10.3M 8.65% +2,521 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 236,638 $10.1M 2.43% +10,136 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 235,423 $10.1M 4.07% +16,610 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 234,263 $10M 1.98% +34,971 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 233,724 $9.99M 0.07% +17,215 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 232,822 $9.96M 5.56% -8,605 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 228,452 $9.77M 7.95% +16,836 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 225,597 $9.65M 0.11% -11,097 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 224,911 $9.62M 3.31% -2,897 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/ 224,667 $9.61M <0.01% +41,665 13F-HR/A Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 227,250 $9.6M 3.27% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 222,547 $9.52M 0.07% +10,484 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 217,634 $9.31M 0.54% +9,485 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 209,254 $8.95M 2.43% -630 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 207,477 $8.87M 0.01% -32,240 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 203,794 $8.71M 1.79% +14,873 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 199,655 $8.54M 0.02% +5,065 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 199,864 $8.45M 0.43% +1,640 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 194,737 $8.33M -170,181 Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 191,337 $8.18M 1.12% -1,985 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 186,351 $7.97M 0.11% +144,413 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. 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More: the full row for Heritage Investment Group, Inc. 157,946 $6.75M 1.08% +3,992 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 156,339 $6.69M 0.4% +18,118 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 155,789 $6.66M 1.8% +16,795 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 155,509 $6.65M 0.55% +1,628 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 154,899 $6.62M 2.72% +2,231 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 152,351 $6.51M 1.51% +23,262 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 151,682 $6.49M 0.16% +8,176 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 150,298 $6.43M 4.62% +13,728 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 143,140 $6.12M 0.24% +24,365 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 141,959 $6.07M 2.81% +2,192 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 138,380 $5.92M 0.05% +10,532 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 138,012 $5.9M 0.23% +13,143 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 135,091 $5.78M 3.8% +5,748 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 131,912 $5.64M 1.49% -10,144 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 127,907 $5.47M 2.35% +20,819 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 126,846 $5.42M 0.31% +112,767 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 126,828 $5.42M 0.88% +18,177 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 124,927 $5.34M 0.61% +18,446 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 124,326 $5.32M 5.5% +4,913 13F-HR Timeline CLG LLC More: the full row for CLG LLC 119,498 $5.11M 1.39% +11,680 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 117,503 $5.02M 1.95% +5,154 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 117,048 $5M 1.06% +19,308 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 116,263 $4.97M 1.18% +34,855 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 114,726 $4.91M 0.22% +21,554 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 112,780 $4.82M 0.04% +33,388 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 112,780 $4.82M 0.31% +33,389 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 112,486 $4.81M 1.19% -5,279 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 111,759 $4.78M 0.27% +5,188 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 111,669 $4.77M 0.05% +12,120 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 109,853 $4.7M 2.55% -3,539 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 108,749 $4.65M 0.1% +819 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 107,686 $4.6M 1.29% -13,927 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 107,515 $4.6M 1.85% +6,798 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 105,338 $4.5M 2.88% +11,496 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 103,481 $4.42M 0.01% -115,174 13F-HR Timeline Group ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 103,182 $4.41M 2.27% +27,302 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 102,421 $4.38M 0.72% +5,963 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 100,898 $4.31M 3.74% +7,535 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 100,433 $4.29M 2.61% +8,180 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 99,216 $4.24M 1.03% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 94,117 $4.02M 0.02% +19,933 13F-HR Timeline Group Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 93,951 $4.02M 0.49% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 93,569 $4M 0.09% +25,769 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,331 $3.91M <0.01% -13,905 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 89,320 $3.82M 1.5% -10,475 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 86,701 $3.71M 1.79% +17,485 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 84,972 $3.63M 2.33% -2,329 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 78,851 $3.41M 0.55% +8,703 13F-HR Timeline