Truepoint, Inc. More: the full row for Truepoint, Inc. 13,062,756 $552M 12.3% +518,917 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 10,824,713 $457M 0.56% +1,367,548 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,571,337 $193M 17.68% +183,436 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 4,538,370 $192M 2.16% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,408,477 $188M 2.79% +1,804,092 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,264,532 $180M 11.12% +563,687 13F-HR/A Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,200,025 $178M 8.62% +4,169,556 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,715,440 $157M 0.83% +275,920 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,530,102 $149M 0.72% -800,538 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,471,746 $147M 6.48% +588,512 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,471,448 $147M 15.51% +357,219 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,337,866 $141M 1.38% +108,282 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,257,427 $138M 0.56% +1,378,118 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,247,685 $137M 6.34% +547,048 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,229,394 $136M 9.27% +6,030 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,036,000 $128M 8.51% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,526,277 $107M 7.74% -111,989 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,521,571 $106M 11.47% +78,229 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,458,323 $105M 2.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,164,006 $91.4M +96,653 Timeline WPWealth LLP More: the full row for WPWealth LLP 1,997,307 $84.3M 12.89% +10,387 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,797,830 $75.9M 0.11% +537,666 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,771,320 $74.8M 22.92% +57,400 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,764,554 $74.5M 0.08% +75,328 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,593,287 $67.3M 10.38% +119,915 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,541,722 $65.1M 10.26% +58,829 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,374,891 $58M 16.66% +135,921 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,369,394 $57.8M 0.23% -21,959 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,332,758 $56.3M 2.03% +93,520 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,287,970 $54.4M 5.66% +128,495 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,256,555 $53.1M 0.1% +77,078 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,241,844 $52.4M 5.07% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,203,591 $51.1M 14.43% +78,343 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,171,565 $49.5M 45.89% +19,394 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,117,650 $47.2M 0.01% +28,018 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,065,029 $45M 0.01% +130,514 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,047,592 $44.2M 0.63% +50,103 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 993,619 $42.2M 0.86% -12,089 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 975,150 $41.2M +288,773 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 973,200 $41.1M +516,188 Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 914,363 $38.6M 4.01% +38,341 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 871,448 $36.8M 6.04% +30,074 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 823,112 $34.8M 8.6% +74,118 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 812,515 $34.5M 8.03% +48,366 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 790,708 $33.4M 12.58% +24,207 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 789,783 $33.3M 0.01% -3,870 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 788,499 $33.3M 12.8% +70,870 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 764,694 $32.3M 3.47% +27,641 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 751,104 $31.7M 9.94% +69,529 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 738,954 $31.2M 0.98% +3,047 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 732,420 $30.9M 10.34% +165,978 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 717,971 $30.3M 13.37% +30,219 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 699,262 $29.5M 23.96% +37,730 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 681,228 $28.8M 3.6% +17,978 13F-HR Timeline Tassel Capital Management, Inc. 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More: the full row for Sterling Wealth Management, Inc. 603,533 $25.5M 7% +53,214 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 561,318 $23.6M <0.01% +57,161 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 552,144 $23.3M 0.05% -16,978 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 546,749 $23.1M 7.07% +50,494 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 528,522 $22.6M 1.55% +26,490 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 533,410 $22.5M 0.12% +14,909 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 530,394 $22.4M 0.12% +70,810 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 524,811 $22.2M 8.99% +18,214 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 522,702 $22.1M 9.14% +11,292 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 516,253 $21.8M 13.09% +13,571 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 508,596 $21.5M 2.3% +57,595 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 507,335 $21.4M +47,021 Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 493,452 $20.8M 8.29% -27,943 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 486,481 $20.5M 0.32% +208,179 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 481,164 $20.3M 8.83% +22,338 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 478,062 $20.2M +353,265 Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 477,655 $20.2M 3.98% +44,121 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 476,577 $20.1M 10.06% +35,010 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 462,863 $19.5M 10.68% +31,115 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 459,894 $19.4M 1.45% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 456,530 $19.3M 3.28% +30,237 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 454,368 $19.2M 10.96% +9,594 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 433,572 $18.3M 2.38% +8,272 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 430,624 $18.3M 0.41% +20,218 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 429,342 $18.1M 0.1% -59,343 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 412,228 $17.4M 9.03% +8,869 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 404,401 $17.1M 14.58% +403,717 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 403,625 $17M 5.17% +36,302 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 399,244 $16.9M 9.71% +3,620 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 398,428 $16.8M 0.02% -110,393 13F-HR Timeline Group RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 394,689 $16.7M 8.68% +35,484 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 390,925 $16.5M 11.12% -3,690 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/ 384,820 $16.2M <0.01% +115,366 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 373,245 $15.8M 0.6% -19,536 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 369,265 $15.6M 1.59% -2,024 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 369,048 $15.6M 0.02% +39,665 13F-HR Timeline Group City State Bank More: the full row for City State Bank 368,087 $15.5M 4.03% +50,021 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 360,348 $15.2M 14.3% +1,626 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 356,666 $15.1M 6.12% +37,153 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 350,778 $14.8M 4.01% +49,394 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 349,756 $14.8M 4.49% +962 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 343,727 $14.5M 2.83% +5,522 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 340,641 $14.4M 3.79% +28,945 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 340,108 $14.4M 0.07% +334,050 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 335,246 $14.2M 5.03% +49,137 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 335,331 $14.2M 0.16% +25,661 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 333,282 $14.1M 3.72% +8,300 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 329,838 $13.9M 0.01% +23,118 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 326,565 $13.8M 4.74% +2,107 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 325,468 $13.8M 0.03% +5,533 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 318,459 $13.4M 3.53% +21,056 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 317,934 $13.4M 6.48% +16,199 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 312,660 $13.2M 0.11% +7,859 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 311,227 $13.1M 5.62% +9,947 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 309,411 $13.1M 2.09% +41,169 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 309,412 $13.1M 7.68% +20,127 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 302,175 $12.8M 9.69% +30,124 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 294,536 $12.4M 8.78% +6,966 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 291,612 $12.3M 0.01% +201,610 13F-HR Timeline Group Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 285,716 $12.1M 10.17% +14,846 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 284,426 $12M 1.56% +9,994 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 282,865 $11.9M 0.01% +47 13F-HR Timeline Group Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 271,406 $11.6M 6.61% +11,033 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 269,723 $11.4M 2.56% +7,816 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 267,651 $11.3M 7.72% +35,191 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 267,190 $11.3M 5.78% +16,125 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 265,022 $11.2M 4.17% +11,886 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 263,376 $11.1M 3.54% +17,249 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 263,326 $11.1M 2.09% +14,282 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 259,828 $11M 7.07% +54,980 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 257,399 $10.9M 5.41% +11,971 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 256,799 $10.8M 6.41% -1,211 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 254,535 $10.7M 0.07% -10,646 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 251,157 $10.6M 0.08% new 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 249,319 $10.5M 5.92% -850 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 249,122 $10.5M 5.7% +33,079 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 245,435 $10.4M 0.58% +44,223 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 242,692 $10.2M 4.39% +24,407 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 235,594 $9.95M 0.01% -2,741 13F-HR Timeline Group ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 234,580 $9.9M 8.09% +9,688 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 233,985 $9.88M 1.3% +39,201 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 233,257 $9.85M 8.11% +45,084 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 227,577 $9.61M 1.45% +29,856 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 226,602 $9.57M 1.88% +16,173 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 225,576 $9.52M 2.37% +1,280 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 225,368 $9.52M 2.15% +43,036 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 223,156 $9.42M 0.25% +127,770 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 222,397 $9.39M 0.01% +163,342 13F-HR Timeline Group Foundry Financial LLC More: the full row for Foundry Financial LLC 220,753 $9.32M 3.95% +67,786 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 219,632 $9.27M 0.53% +16,663 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 206,004 $8.7M 1.23% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 205,869 $8.69M 0.77% new 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 204,274 $8.62M 1.81% +9,004 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 204,083 $8.62M 0.1% -3,626 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 194,532 $8.28M 0.4% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 192,203 $8.11M 0.99% +307 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 190,132 $8.03M 1.21% +28,440 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 187,365 $7.91M 2.05% +22,545 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 186,853 $7.89M 6.44% +81,285 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 184,780 $7.8M 6.56% -626 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 178,167 $7.52M 2.65% +3,741 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 178,029 $7.52M 1.21% +59,694 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 177,221 $7.48M 0.85% +25,268 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 175,206 $7.4M 6.15% +22,318 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 174,360 $7.36M 5.61% +3,722 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 174,578 $7.36M 2.94% +15,451 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 174,124 $7.35M 0.27% -9,526 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 174,096 $7.35M 4.02% -12,251 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 173,993 $7.35M 1.61% +16,932 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 172,534 $7.29M 0.79% -2,057 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 169,030 $7.14M 0.56% +11,578 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 168,378 $7.12M 1.62% -132,644 13F-HR Timeline CLG LLC More: the full row for CLG LLC 167,303 $7.06M 1.75% +19,104 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165,132 $6.97M 0.14% +8,917 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 163,972 $6.92M 3% +5,224 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 153,773 $6.49M 3.83% +29,888 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 153,459 $6.48M 0.68% +3,271 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 150,898 $6.37M 0.24% +3,734 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 149,474 $6.31M 4.05% -4,682 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 146,502 $6.19M 0.08% +37,417 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 145,227 $6.13M 0.17% -254,202 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 145,216 $6.13M 1.79% +3,307 13F-HR Timeline MATHER GROUP, LLC. 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