Truepoint, Inc. More: the full row for Truepoint, Inc. 12,543,839 $534M 12.01% +521,755 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 9,457,165 $402M 0.49% -969,489 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 4,538,370 $193M 1.96% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,387,901 $187M 17.93% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,330,640 $184M 1.05% +1,500,709 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,700,845 $158M 9.57% +287,716 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,439,520 $146M 1.03% +2,753,953 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,229,584 $137M 1.35% +337,311 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,223,364 $137M 9.45% +69,004 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,114,229 $133M 14.58% +355,281 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,883,234 $123M 5.52% +2,683,370 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,700,637 $115M 5.94% +645,768 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,638,266 $112M 7.24% +268,092 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,604,385 $111M 2.19% +298,264 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,458,323 $105M 2.05% +1,803,080 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,443,342 $104M 11.31% +198,940 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,067,353 $88M +82,164 Timeline WPWealth LLP More: the full row for WPWealth LLP 1,986,920 $84.6M 13.24% +23,989 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,879,309 $80M 0.33% +321,643 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,713,920 $72.9M 22.72% +81,838 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,689,226 $71.9M 0.08% +125,625 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,482,893 $63.1M 9.81% +75,270 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,473,372 $62.7M 10.1% +167,942 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,391,353 $59.2M 0.23% +12,401 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,260,164 $53.6M 0.07% +20,668 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,239,238 $52.7M 1.94% +44,391 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,238,970 $52.7M 15.91% +118,452 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,179,477 $50.2M 0.1% +37,338 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,159,475 $49.3M 5.23% +216,737 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,152,171 $49M 46.94% 13F-HR Timeline Strathmore Capital Advisors, Inc. 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More: the full row for Grunden Financial Advisory, Inc. 834,031 $35.5M 13.87% +17,265 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 793,653 $33.8M 0.01% +15,516 13F-HR Timeline Group Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 766,501 $32.7M 12.36% 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 764,149 $32.5M 8.16% +73,825 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 748,994 $31.9M 7.89% +59,960 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 737,053 $31.4M 3.4% +39,040 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 735,907 $31.3M 1.01% -796,554 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 717,629 $30.5M 11.94% +7,662 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 687,752 $29.3M 13.1% +69,558 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 686,377 $29.2M +23,486 Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 681,575 $29M 9.62% +23,603 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 663,250 $28.2M 3.64% +307,394 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 661,532 $28.2M 23.41% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 660,817 $28.1M 7.06% +34,883 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 659,345 $28.1M 16.98% +31,834 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 621,440 $26.4M 5.82% +19,146 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 608,500 $25.9M 4.92% +64,558 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 602,731 $25.7M 5.85% +58,901 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 596,465 $25.4M 7.71% +416,547 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 593,348 $25.3M 0.86% +34,707 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 569,122 $24.2M 0.05% -14,121 13F-HR Timeline Group Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 566,442 $24.1M 9.05% +100,635 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 558,044 $23.8M 2.05% +32,980 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 550,319 $23.4M 6.68% +106,992 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 526,635 $22.4M 8.66% +34,728 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 521,395 $22.2M 9.09% +36,160 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 518,501 $22.1M 0.13% -8,315 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 511,410 $21.8M 9.23% +39,694 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 508,821 $21.7M 0.03% +93,048 13F-HR Timeline Group Verisail Partners, LLC More: the full row for Verisail Partners, LLC 506,597 $21.6M 8.86% +22,010 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 504,157 $21.5M <0.01% +55,368 13F-HR Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 502,682 $21.4M 13.12% +35,259 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 502,032 $21.4M 1.56% +38,319 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 496,255 $21.1M 6.46% +70,072 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 488,685 $20.8M 0.12% -57,757 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 460,314 $19.6M +117,703 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 459,584 $19.6M 0.11% +61,872 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 458,826 $19.6M 8.41% +27,087 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 457,012 $19.5M -146,622 Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 451,001 $19.2M 2.2% 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 444,774 $18.9M 10.73% +41,466 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 441,567 $18.8M 9.64% +104,368 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 433,534 $18.5M 3.86% -3,995 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 431,748 $18.4M 10.37% +68,299 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 426,293 $18.1M 3.33% -18,135 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 425,300 $18.1M 2.13% +14,055 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 410,406 $17.5M 0.43% +27,659 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 403,359 $17.2M 7.4% +1,166 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 399,429 $17M 0.49% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 395,624 $16.9M 9.17% +13,698 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 394,615 $16.8M 11.91% +17,868 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Wheels Up Wealth, Inc. 358,722 $15.3M 14.22% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 348,794 $14.8M 4.65% +1,623 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 338,205 $14.4M 2.77% +13,349 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 329,383 $14M 0.02% +33,519 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 324,982 $13.8M 3.63% +18,172 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 324,458 $13.8M 4.84% +19,776 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 319,935 $13.6M 0.02% +11,063 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 319,513 $13.6M 5.65% +32,120 13F-HR Timeline City State Bank More: the full row for City State Bank 318,066 $13.5M 3.71% +22,277 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 314,352 $13.4M 3.42% +2,999 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 311,696 $13.3M 3.54% +36,129 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 309,670 $13.2M 0.18% +37,547 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 306,720 $13.1M 0.01% +27,404 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 304,801 $13M 0.15% +25,191 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 301,735 $12.8M 6.39% +36,603 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 301,384 $12.8M 3.82% +11,088 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 301,022 $12.8M 1.89% +3,651 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 301,280 $12.8M 5.56% +15,859 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 297,403 $12.7M 3.48% +12,068 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 289,285 $12.4M 7.59% +6,045 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 287,570 $12.2M 8.86% +11,492 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 286,109 $12.2M 4.97% +37,149 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 282,818 $12M 0.01% -41,090 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 278,302 $11.8M 0.24% +278,083 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 274,432 $11.7M 1.52% +79,695 13F-HR Timeline Group Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 272,051 $11.6M 9.15% +31,913 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 270,870 $11.5M 10.17% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 269,832 $11.5M 0.12% +27,948 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/ 269,454 $11.5M <0.01% +44,787 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 268,242 $11.4M 1.99% +40,992 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 265,181 $11.3M 0.07% +31,457 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 261,907 $11.1M 2.56% +25,269 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 260,373 $11.1M 6.69% +82,892 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 258,010 $11M 6.43% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 254,491 $10.8M 0.03% +54,836 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 253,136 $10.8M 4.12% +17,713 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 251,065 $10.7M 5.68% +18,243 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 250,169 $10.6M 6.13% +4,200 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 249,044 $10.6M 1.99% +14,781 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 246,127 $10.5M 3.34% +21,216 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 245,428 $10.4M 5.33% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 238,335 $10.1M 0.01% +30,858 13F-HR/A Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 232,460 $9.89M 6.89% +65,488 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 224,892 $9.57M 7.77% -3,560 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 224,296 $9.55M 2.47% +15,042 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 218,285 $9.29M 4.43% +46,801 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 216,388 $9.21M 2.2% +117,172 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 216,043 $9.19M 5.06% +56,413 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 210,429 $8.96M 1.78% +6,635 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 207,709 $8.84M 0.1% -17,888 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 204,848 $8.72M 6.19% 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 202,969 $8.64M 0.52% -14,665 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 201,212 $8.56M 0.5% +44,873 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 197,721 $8.42M 1.3% +70,893 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 195,270 $8.31M 1.84% +12,930 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 194,784 $8.29M 1.19% +17,652 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 194,532 $8.28M 0.39% -57,825 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 191,896 $8.17M 1.03% +559 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 188,173 $8.01M 7.09% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 186,347 $7.93M 4.35% +7,031 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 185,406 $7.89M 6.46% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 183,650 $7.82M 0.26% +7,225 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 182,332 $7.76M 1.8% +66,069 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 174,591 $7.43M 1.11% +12,079 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 174,426 $7.42M 2.7% +12,205 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 170,638 $7.26M 5.59% +7,169 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 167,435 $7.13M 3.81% +4,912 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 164,820 $7.01M 1.83% +9,031 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 161,692 $6.88M 1.05% +3,746 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 159,127 $6.77M 2.75% +4,228 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 158,748 $6.76M 3.14% +16,789 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 157,452 $6.7M 0.53% +1,943 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 157,061 $6.68M 1.49% +4,710 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 156,356 $6.66M 0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 156,215 $6.65M 0.13% +62,646 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 154,300 $6.57M 0.16% +2,618 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 154,156 $6.56M 4.37% +3,858 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 152,967 $6.51M 3.42% 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 152,888 $6.51M 5.61% 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 151,953 $6.47M 0.72% +27,026 13F-HR/A Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 150,188 $6.39M 0.85% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 148,199 $6.31M 1.57% +28,701 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 147,164 $6.26M 0.23% +9,152 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 147,033 $6.26M 0.08% -39,318 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 146,422 $6.23M 0.27% +31,696 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 144,834 $6.16M 2.53% +16,927 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 143,133 $6.09M 0.04% +4,753 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 141,909 $6.04M 1.8% -17,161 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 138,026 $5.87M 6.06% 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 136,581 $5.81M 3.64% +1,490 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 134,290 $5.72M 1.37% +2,378 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 133,858 $5.7M 0.3% +22,099 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 130,354 $5.55M 0.11% +21,605 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 128,242 $5.46M 4.16% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 127,787 $5.44M 0.2% -15,353 13F-HR Timeline Group FinDec Wealth Services, Inc. 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