Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,237,631 $553M 7.57% +447,872 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,373,486 $432M +909,038 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,746,678 $185M 0.29% -837,514 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,887,858 $157M 0.96% +255,616 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,439,337 $142M 3.31% -54,779 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,674,002 $118M 0.13% -10,935 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,745,347 $88M 5.49% -31,533 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,576,147 $82.6M 5.55% +83,483 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,429,182 $77.9M 4.52% +8,980 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,049,754 $65.7M 1.87% +80,422 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,985,360 $63.7M 3.09% +110,658 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,964,109 $63M 6.49% +128,132 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,907,063 $61.2M 0.02% +92,463 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,904,518 $61.1M 1.21% +788,994 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,862,470 $59.7M 4.77% +251,222 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,844,234 $59.1M 6.84% +25,818 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,790,493 $57.4M 5.16% -35,632 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,778,492 $57M 5.19% +54,981 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,579,228 $50.6M 0.31% +36,738 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,565,349 $50.2M 0.02% +161,821 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,487,693 $47.7M 7.21% +10,205 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,445,049 $46.3M 5.65% -10,759 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,359,305 $43.6M +115,931 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,334,738 $43.4M 0.97% -24,592 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,272,666 $40.8M 11.61% +10,161 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,179,182 $37.8M 2.49% +63,506 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,120,838 $36.2M 9.51% +24,987 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,086,717 $34.9M 5.23% +3,487 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,068,731 $34.2M 4.01% +7,510 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,029,459 $33M 6.63% +23,882 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,025,394 $32.9M 0.79% +60,091 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 1,015,741 $32.6M 25.55% -33,614 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,008,134 $32.3M 0.33% -663 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,000,108 $32.1M 9.89% +27,437 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 995,245 $31.9M 4.82% +53,340 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 989,592 $31.7M 5.56% +64,186 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 965,851 $31M 0.05% -118,668 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 962,189 $30.9M 2.54% +51,134 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 939,792 $30.1M 8.94% +6,804 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 937,029 $30.1M 2.97% +26,714 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 876,662 $28.1M 2.84% +119,920 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 875,285 $28.1M 9.41% -6,127 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 855,439 $27.4M 0.05% +42,887 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 831,445 $26.7M 0.23% +724,470 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 818,751 $26.3M 3.41% +44,925 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 778,972 $25M 6.27% +27,524 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 764,056 $24.5M 5.87% -55,166 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 738,209 $24.1M 2.44% -13,435 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 767,262 $23.7M 2.68% -5,734 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 711,209 $22.8M 0.72% +186,775 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 708,263 $22.7M 7.72% +41,812 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 706,484 $22.7M 0.94% +72,688 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 697,634 $22.4M <0.01% +13,991 13F-HR/A Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 684,426 $21.9M 6.64% -17,277 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 682,986 $21.9M 4.87% +7,886 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 665,029 $21.3M 4.48% -7,591 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 657,895 $21.1M 0.04% +133,798 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 654,502 $21M 5.11% +4,483 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 636,268 $20.4M 5.45% -138 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 631,997 $20.3M 1.15% +21,843 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 631,951 $20.3M 7.05% +11,061 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 619,405 $19.9M 0.03% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 607,756 $19.5M 0.03% +258,314 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 600,000 $19.2M 0.02% -340,470 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 593,108 $19M 7.25% +6,647 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 577,457 $18.5M 0.02% +9,862 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 563,187 $18.1M 6.35% +87 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 562,798 $18M 1.02% +34,441 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 543,642 $17.4M 11.65% +22,944 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 542,376 $17.4M 0.81% -4,292 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 542,057 $17.4M 4.78% +27,736 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 537,300 $17.2M 1.81% -2,288 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 514,011 $17.1M 2.62% +3,661 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 532,849 $17.1M 7.56% +5,778 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 527,285 $16.9M 2.71% +23,811 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 524,208 $16.8M 5.41% +13,552 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 513,971 $16.5M 3.3% -21,988 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 509,485 $16.3M 0.21% +28,618 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 506,415 $16.2M 4.14% +41,435 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 504,740 $16.2M 3.63% +26,489 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 504,148 $16.2M 4.27% -4,492 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 494,799 $15.9M 2.99% +1,905 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 494,668 $15.9M 0.92% +23,903 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 494,533 $15.9M 6.59% +14,361 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 491,854 $15.8M 0.3% -456,522 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 479,453 $15.4M 6.64% +22,960 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 467,038 $15M 5.06% +8,792 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 465,037 $14.9M 6.33% -2,524 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 463,651 $14.9M 1.62% +32,757 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 460,193 $14.8M 0.01% -74,061 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 443,505 $14.2M 0.01% +280,766 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 441,153 $14.1M 4.61% +22,546 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 437,003 $14M 5.65% +21,357 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 421,954 $13.5M 3.78% +33,936 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 421,458 $13.5M 2.39% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 418,908 $13.4M 1.3% -12,062 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 416,464 $13.4M 0.06% -82,032 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 411,788 $13.2M 4.58% +5,444 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 411,113 $13.2M 1.01% +6,376 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 390,079 $12.5M 3.96% +16,513 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 386,001 $12.5M 2.91% +35,832 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 378,548 $12.1M 0.43% -54,313 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 373,723 $12M 8.18% +1,733 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 370,267 $11.9M 5.32% +6,574 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 369,842 $11.9M 3.13% +61,300 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 368,430 $11.8M 10.35% -22,141 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 365,089 $11.8M 4.97% +14,384 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 365,026 $11.7M 5.11% -1,020 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 344,368 $11M 2.67% -5,252 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 333,543 $11M 0.41% +11,784 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 336,698 $10.9M 1.21% -4,772 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 339,997 $10.9M 4.41% +9,166 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 338,343 $10.9M 5.3% -9,037 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 333,617 $10.7M 5.86% +12,003 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 333,211 $10.7M 2.05% -50 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 329,363 $10.6M 6.9% -7,195 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 322,829 $10.4M 1.72% +7,161 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 322,163 $10.3M 1.88% +5,705 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 316,932 $10.2M 4.13% +2,310 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 313,736 $10.1M 2.84% +40,751 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 312,581 $10M 0.03% +13,503 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 311,684 $10M 3.75% -1,669 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 301,360 $9.66M 3.74% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 301,360 $9.66M 3.74% +43,328 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 299,528 $9.61M 0.81% -124,290 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 299,488 $9.6M 0.04% +59,378 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 296,497 $9.51M 5.08% +10,102 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 291,322 $9.34M 3.06% +29,809 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 283,514 $9.09M 3.06% +4,607 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 282,434 $9.06M 1.81% -3,228 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 281,869 $9.04M 2.53% +12,420 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 277,055 $8.89M 4.89% +53,997 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 275,779 $8.84M 1.46% +1,547 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 270,847 $8.69M 1.39% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 270,847 $8.69M 1.39% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 264,237 $8.47M 0.02% -166,477 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 263,397 $8.45M 2.3% +1,712 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 262,185 $8.41M 0.08% +102,463 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 259,991 $8.34M 3.5% +1,451 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 259,180 $8.31M 5.52% -77,601 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 257,084 $8.24M 3.97% +2,195 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 256,853 $8.24M 0.04% new 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 255,290 $8.19M 2.12% -336 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 254,854 $8.17M 0.39% +2,150 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 254,482 $8.16M 1.96% +9,688 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 253,368 $8.13M 2.67% +23,330 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 247,861 $7.95M 2.06% +99,591 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 247,311 $7.93M 7.75% -1,359 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 246,517 $7.91M 5.73% +14,513 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 246,904 $7.89M 0.01% +37,641 13F-HR Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 245,651 $7.88M 5.2% +8,416 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 240,347 $7.71M 2.09% +47,701 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 239,754 $7.69M 2.36% +39,464 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 238,465 $7.65M 1.24% +12,806 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 237,915 $7.63M 3.59% +2,324 13F-HR Timeline Friday Financial More: the full row for Friday Financial 235,132 $7.54M 3.16% +22,319 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 234,047 $7.51M 0.01% +46,289 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 231,075 $7.41M 1.04% -625 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 229,668 $7.37M 3.78% +10,635 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 228,424 $7.33M 0.53% +7,456 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 227,460 $7.29M 1.96% -3,002 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 226,038 $7.25M 0.04% +10,460 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 225,754 $7.24M 3.04% +1,676 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 223,598 $7.17M 1.17% +6,602 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 221,267 $7.1M 0.09% +6,117 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 219,458 $7.04M 1.33% -4,702 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 216,173 $6.93M 3.35% +6,035 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 211,327 $6.84M 1.02% +35,607 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 213,356 $6.84M 2.17% -12,804 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 212,850 $6.83M 4.64% +9,937 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 211,548 $6.78M 2.21% +15,158 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 210,702 $6.76M 0.05% +9,684 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 206,599 $6.63M 2.2% -5,806 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 198,772 $6.62M 5.98% +10,751 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 205,391 $6.59M 0.9% +5,046 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 204,287 $6.55M 4.32% +13,059 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 200,908 $6.44M 0.04% -2,085 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 196,625 $6.4M 2.25% -740 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 198,853 $6.38M 4.3% +7,192 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 186,303 $5.97M 4.39% +3,586 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 180,349 $5.78M <0.01% -16,643 13F-HR/A Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 178,199 $5.71M 3.29% -1,262 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 177,918 $5.71M 3.26% +2,657 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 177,703 $5.7M 0.01% -4,563 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 176,488 $5.66M 2.19% +9,616 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 174,532 $5.6M 1.4% +4,198 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 173,582 $5.57M 0.11% +1,587 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 170,112 $5.46M 0.79% +5,457 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 168,235 $5.4M 2.39% +3,677 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 164,677 $5.28M 0.13% +5,915 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 160,113 $5.13M 2.98% +20,172 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 159,830 $5.13M 0.02% +17,483 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 151,620 $4.94M 0.78% -8,513 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 149,783 $4.8M 2.92% +8,412 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 140,256 $4.5M 2.83% +8,195 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 150,044 $4.47M 1.64% +505 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 137,749 $4.42M 1.74% -2,306 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 137,694 $4.42M 0.26% +2,382 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 135,347 $4.34M 3.27% +1,157 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 131,000 $4.2M 1% -4,292 13F-HR Timeline