Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 18,723,961 $761M +2,006,520 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,767,639 $641M 8.23% -636,651 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,299,151 $215M 1.08% -46,241 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,964,110 $202M 4.21% -322,353 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 4,375,866 $178M 0.52% +148,694 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,354,929 $131M 2.56% +105,412 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,210,847 $130M 2.18% +119,364 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,192,252 $130M 0.12% -27,930 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,602,795 $106M 5.87% -75,055 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,462,535 $100M 6.3% -21,511 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,340,768 $95.1M 0.13% -4,694,778 13F-HR/A Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,333,403 $94.8M 2.29% +21,243 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,307,093 $93.8M 2.64% +61,342 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,286,699 $92.9M 4.8% -76,506 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,275,109 $92.5M 5.12% -39,353 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,265,466 $92.1M 0.02% +210,336 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,156,982 $87.7M 5.54% -97,415 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,953,688 $79.4M 6.97% -19,165 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,907,601 $77.5M 6.21% +100,340 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,792,948 $72.9M 0.03% +55,552 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,777,623 $72.2M 0.34% +32,069 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,666,664 $65.3M 0.92% +9,486 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,575,383 $64M 2.52% -74,023 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,487,895 $60.5M 3.08% +15,417 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,476,229 $60M 0.06% +132,586 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,467,866 $59.7M 0.01% -27,058 13F-HR Timeline Group Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,389,339 $56.5M 5.76% -49,290 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,201,493 $48.8M 11.6% -70,986 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,160,159 $47.1M 0.88% +33,028 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,191,181 $46M 1.12% +90,318 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,118,058 $45.4M 3.08% +55,971 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,114,346 $45.3M 0.38% +33,101 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,083,236 $44M 0.05% +29,007 13F-HR/A Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,073,188 $43.6M 5.12% +41,560 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,038,515 $42.2M 1.83% -5,476 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,036,887 $42.1M 6.99% -82,229 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,087,715 $42M 9.09% -14,570 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,030,632 $41.9M 3.07% -77,336 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,021,198 $41.5M 5.8% -9,230 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 985,390 $40M 3.25% +44,101 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 957,955 $38.9M 9.62% -7,240 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 954,934 $38.8M 10.42% -44,576 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 953,835 $38.8M <0.01% +896,305 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 947,716 $38.5M 0.98% +511,868 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 933,438 $37.9M 0.06% +7,970 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 912,431 $37.1M 3.04% +10,096 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 908,460 $36.9M 6.57% +39,760 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 837,466 $34M 9.73% -39,686 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 817,938 $33.2M 2.37% -88,109 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 787,822 $32M 0.3% -211,697 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/ 785,076 $31.9M <0.01% -19,226 13F-HR Timeline Group Financial Plan, Inc. More: the full row for Financial Plan, Inc. 763,903 $31M 2.95% +33,713 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 757,737 $30.8M 0.35% +51,381 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 751,422 $30.5M 8.1% -1,320 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 730,425 $29.7M +13,288 Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 721,033 $29.3M 3.46% +20,784 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 716,843 $29.1M 2.88% -23,353 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 709,279 $28.8M 6.28% -37,789 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 700,959 $28.5M 1.3% +12,575 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 685,305 $27.9M 0.05% +31,493 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 669,821 $27.2M 5.1% -8,422 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 649,273 $26.4M 4.27% +59,543 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 644,883 $26.2M 5.29% -31,709 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 640,307 $26.1M 8.26% +40,199 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 638,713 $26M 7.3% -16,905 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 632,244 $25.7M 0.28% +616,531 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 611,157 $24.8M 6.98% +23,474 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 610,769 $24.8M 24.54% -291,714 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 608,711 $24.7M <0.01% +343,470 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 602,160 $24.5M 0.38% -35,808 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 599,751 $24.4M 1.19% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 594,664 $24.2M 0.03% -3,750 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 591,602 $24M 5.87% +11,185 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 590,374 $24M 0.12% +321,551 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 579,855 $23.6M 4.32% -34,843 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 571,797 $23.2M 3.12% +2,600 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 571,292 $23.2M 0.01% +343,921 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 563,555 $22.9M 7.66% -470 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 561,470 $22.8M 8.4% +16,904 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 557,707 $22.7M 5% +23,336 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 553,746 $22.5M 0.01% +12,998 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 553,073 $22.5M 1.96% +80,204 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 550,557 $22.4M 5.19% -10,852 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 544,360 $22.1M 6.97% +2,726 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 537,607 $21.8M 0.05% +82,183 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 529,512 $21.5M 0.18% +22,090 13F-HR Timeline Group CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 522,387 $21.2M 12.13% -1,885 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 515,022 $20.9M 5.1% +19,165 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 514,824 $20.9M 7.88% -29,002 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 514,473 $20.9M 2.42% new 13F-HR/A Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 503,491 $20.5M 3.21% -2,443 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 501,593 $20.4M 1.83% +194,964 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 495,103 $20.1M 3.58% -19,743 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 488,613 $19.9M 4.78% +7,975 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 478,612 $19.5M 0.13% -57,236 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 477,389 $19.4M 4.34% -10,397 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 473,286 $19.2M 3.94% -10,014 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 464,509 $18.9M 6.31% +5,751 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 474,963 $18.9M 3.49% +38,330 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 463,928 $18.9M 5.23% +528 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 459,338 $18.7M 6.84% -17,694 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 451,026 $18.3M 4.28% -7,926 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 450,591 $18.3M 6.85% -29,167 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 450,063 $18.3M 1.73% -31,683 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 447,960 $18.2M 1.41% +24,704 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 447,325 $18.2M 6.74% -13,602 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 446,846 $18.2M 0.08% -19,791 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 434,609 $17.7M 2.67% +119,156 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 423,709 $17.2M 5.75% +13,686 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 418,165 $17M 2.39% +79,968 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 410,244 $16.7M 2.71% +115,674 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 404,466 $16.4M 2.7% +97,247 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 404,242 $16.4M 3.67% +16,561 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 400,452 $16.3M 5.51% +4,274 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 402,620 $15.9M 4.87% -631 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 380,727 $15.5M 1.37% -27,854 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 378,142 $15.4M 4.64% +23,517 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 377,533 $15.3M 0.02% +163,353 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 376,000 $15.3M 2.02% +30,230 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 373,431 $15.2M 0.07% +349,958 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 373,277 $15.2M 2.29% -1,655 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 367,572 $14.9M 5.82% +23,020 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 359,677 $14.6M 3.04% +34,929 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 355,940 $14.5M 4.44% +16,433 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 362,467 $14.4M 6.82% +19,680 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 350,783 $14.3M 1.28% +5,369 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 348,442 $14.2M 0.01% +239,942 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 345,648 $14M 0.16% +34,542 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 343,954 $14M 0.04% +19,621 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 342,986 $13.9M 2.07% -750 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 342,272 $13.9M 10.51% -7,694 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 341,527 $13.9M <0.01% +161,170 13F-HR Timeline Group Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 337,691 $13.7M 5.2% -9,419 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 337,013 $13.7M 1.41% +18,129 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 336,373 $13.7M 1.49% +163,813 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 333,999 $13.6M 1.07% -3,623 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 332,820 $13.5M 6.66% -31,805 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 324,527 $13.2M 5.15% -2,750 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 324,106 $13.2M 4.37% -22,804 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 321,627 $13.1M 4.83% +2,736 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 319,992 $13M 0.38% -7,239 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 318,724 $13M 0.02% +148,039 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 316,943 $12.9M 8.65% -70,748 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 310,398 $12.6M 7.13% -8,604 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 309,981 $12.6M 0.13% +11,834 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 308,207 $12.5M 0.62% +64,739 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 305,765 $12.4M 3.19% +5,329 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 303,637 $12.3M 3.48% 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 302,690 $12.3M 3.87% -2,266 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 302,027 $12.3M 2.39% -1,659 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 301,960 $12.3M 2.88% -729 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 297,935 $12.1M 9.75% -17,929 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 295,106 $12M 2.68% -35,130 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 296,679 $11.8M 2.63% +5,759 13F-HR Timeline Friday Financial More: the full row for Friday Financial 297,223 $11.6M 3.12% +27,141 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 285,363 $11.6M 5.76% +21,774 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 285,169 $11.6M 3.19% +7,455 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 275,412 $11.2M 4.22% +6,308 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 270,393 $11M 6.34% +13,187 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 269,500 $11M 1.37% +16,102 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 269,486 $11M 2.46% -3,697 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 269,464 $11M 2.31% -100 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 262,588 $10.7M 5.92% +25,213 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 262,316 $10.7M 5.81% +3,145 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 261,963 $10.6M 0.33% -54,432 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 258,320 $10.5M <0.01% -191,019 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 256,711 $10.4M 3.56% +4,330 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 255,345 $10.4M 1.38% +6,280 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 254,366 $10.3M 0.63% +8,690 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 250,965 $10.2M 5.2% +2,565 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 244,278 $9.93M 3.81% -3,765 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 240,097 $9.76M 0.97% -2,106 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 237,364 $9.65M 0.48% +13,554 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 234,716 $9.54M 3.94% +14,127 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 231,178 $9.4M 3.71% -5,770 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 230,175 $9.35M 2.51% -1,237 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 225,022 $9.14M 1.55% +8,019 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 222,657 $9.05M 3.42% +4,382 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 222,157 $9.03M 2.09% -7,323 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 221,566 $9M 4.42% +280 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 219,704 $8.93M 0.07% +964 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 214,091 $8.7M +31,360 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 210,133 $8.54M 0.02% -16,584 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 208,018 $8.45M 1.9% -29,313 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 203,626 $8.28M 5.94% +45,118 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 200,190 $8.14M 2.88% -19,624 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 198,267 $8.06M 1.29% +43,289 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 196,518 $7.99M 0.99% -5,320 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 196,011 $7.97M 5.76% +2,315 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 192,156 $7.81M 5.41% 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 186,481 $7.58M 0.86% -3,293 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 186,267 $7.57M 0.09% +162,498 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 214,986 $7.43M 0.93% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 181,739 $7.38M 2.88% +7,085 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 180,353 $7.33M 0.04% -66,814 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 179,428 $7.29M 1.8% -10,869 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 217,976 $7.21M 2.25% -10,221 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 176,579 $7.18M 3.55% -6,996 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 176,573 $7.18M 0.04% -11,422 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 175,767 $7.14M 2.41% +18,422 13F-HR Timeline