Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,585,374 $582M 7.57% +347,743 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 15,379,497 $509M +2,006,011 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,066,365 $234M 0.32% +1,319,687 13F-HR/A Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 4,997,417 $165M 3.72% +558,080 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,967,176 $164M 0.92% +79,318 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,760,186 $124M 0.14% +86,184 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,118,513 $113M 2.59% +3,036,269 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,821,611 $93.3M 1.76% +917,093 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,748,630 $90.9M 5.53% +3,283 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,647,836 $87.6M 0.5% +1,068,608 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,616,035 $86.5M 5.68% +39,888 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,415,304 $79.9M 4.51% -13,878 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,300,755 $76.1M 4.67% +1,879,297 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,129,625 $70.4M 1.98% +79,871 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,093,063 $69.2M 5.16% +230,593 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,087,679 $69M 3.01% +102,319 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,998,223 $66.1M 0.02% +91,160 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,806,221 $59.7M 5.42% +27,729 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,741,258 $57.6M 4.81% -49,235 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,703,596 $56.4M 0.4% +872,151 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,674,861 $55.4M 0.15% +1,656,049 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,668,584 $55.2M 0.02% +103,235 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,538,273 $50.9M 2.18% +995,897 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,452,492 $48M 5.72% +7,443 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,430,647 $47.3M 2.8% +966,996 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,372,117 $45.4M 0.9% +37,379 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,281,760 $42.4M 11.56% +9,094 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,211,770 $40.1M 2.58% +32,588 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,089,889 $36.9M 9.25% -30,949 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,101,517 $36.4M 0.01% -257,788 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,093,621 $36.2M 5.25% +6,904 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,073,486 $35.5M 1.31% +48,092 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,064,286 $35.2M 0.35% +56,152 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,062,006 $35.1M 6.56% +32,547 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,053,441 $34.8M 3.82% -15,290 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,033,237 $34.2M 4.81% +37,992 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,027,944 $34M 0.04% +420,188 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,024,259 $33.9M 5.46% +34,667 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,010,987 $33.4M 9.89% +10,879 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 983,777 $32.5M 25.18% -31,964 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 972,184 $32.2M 0.05% +6,333 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 971,057 $32.1M 2.99% +34,028 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 964,736 $31.9M 0.96% +253,527 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 957,726 $31.7M 9.04% +17,934 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 911,656 $31.3M 4.62% +521,577 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 889,780 $29.4M 0.06% +34,341 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 875,440 $29M 2.84% -1,222 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 867,529 $28.7M 9.37% -7,756 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 830,825 $27.5M 6.26% +51,853 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 830,017 $27.5M 2.26% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 770,506 $26.5M 2.5% +32,297 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 756,542 $25M 5.92% -7,514 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/ 751,191 $24.8M <0.01% +53,557 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 735,429 $24.3M 2.65% -31,833 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 724,102 $24M 7.65% +15,839 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 723,039 $23.9M 0.96% +16,555 13F-HR Timeline Group Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 710,661 $23.5M 3.13% +499,334 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 688,299 $22.8M 4.55% +5,313 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 676,654 $22.4M 5.09% +22,152 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 675,774 $22.4M 6.49% -8,652 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 667,418 $22.1M 2.53% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 667,343 $22.1M 0.04% +9,448 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 650,541 $21.5M 7.06% +18,590 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 649,188 $21.5M 1.14% +17,191 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 648,861 $21.5M 4.42% -16,168 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 614,169 $20.3M 7.7% 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 608,085 $20.1M 5.25% -28,183 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 608,709 $20.1M 0.25% +99,224 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 604,679 $20M 0.58% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 594,715 $19.7M 0.03% +17,258 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 592,830 $19.6M 7.34% -278 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 579,153 $19.2M 1.03% +16,355 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 572,820 $18.9M 6.28% +9,633 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 565,650 $18.7M 3.79% +60,910 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 560,588 $18.5M 4.95% +18,531 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 558,951 $18.5M 2.81% +31,666 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 542,671 $18M 7.56% +9,822 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 529,203 $17.5M 11.37% -14,439 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 524,885 $17.4M 4.3% +18,470 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 519,744 $17.2M 3.34% +5,773 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 514,087 $17M 3.99% +76 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 508,983 $16.8M 0.23% +17,129 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 505,008 $16.7M 3.02% +10,209 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 503,023 $16.6M 5.01% +35,985 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 498,179 $16.5M 0.01% +54,674 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 492,792 $16.3M 4.18% -11,356 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 492,266 $16.3M 6.48% -2,267 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 491,490 $16.3M 1.66% -45,810 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 489,429 $16.2M 6.73% +9,976 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 473,647 $15.7M 7.19% 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 468,061 $15.5M 6.36% +3,024 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 454,063 $15M 5.75% +17,060 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 545,310 $14.9M 5.19% +21,102 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 444,894 $14.7M 4.45% +3,741 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 439,108 $14.5M 3.92% +17,154 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 429,703 $14.2M 3.13% +43,702 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 424,214 $14M 2.6% +54,372 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 422,874 $14M 1.15% +11,761 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 401,317 $13.9M 4.66% -10,471 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 407,067 $13.5M 1.31% -11,841 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 384,582 $13.2M 8.67% +10,859 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 385,417 $12.7M 5.2% +15,150 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 383,360 $12.7M 6.73% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 381,498 $12.6M 4.87% +16,409 13F-HR/A Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 342,059 $12.2M 0.41% +8,516 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 364,199 $12M 10.3% -4,231 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 361,010 $11.9M 3.16% +47,274 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 358,432 $11.9M 4.54% +18,435 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 356,677 $11.8M 5% -8,349 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 349,070 $11.5M 2.03% +26,907 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 339,821 $11.2M 0.05% +40,333 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 338,580 $11.2M 1.17% +1,882 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 337,858 $11.2M 2.67% -6,510 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 337,708 $11.2M 5.82% +4,091 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 335,957 $11.1M 0.03% +23,376 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 335,660 $11.1M 0.04% -80,804 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 335,561 $11.1M 2.04% +2,350 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 334,424 $11.1M 0.43% -44,124 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 330,814 $10.9M 4.97% -7,529 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 329,869 $10.9M 1.75% +7,040 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 326,474 $10.8M 0.2% +216,264 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 325,185 $10.8M 3.9% +23,825 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 324,658 $10.7M 6.81% -4,705 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 321,766 $10.6M 9.9% +74,455 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 317,101 $10.5M 5.25% +40,046 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 316,648 $10.5M 0.38% +61,794 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 313,769 $10.4M 4.09% -3,163 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 312,748 $10.3M 4.93% +16,251 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 309,777 $10.2M 1.61% +33,998 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 309,068 $10.2M 2.68% +27,199 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 305,037 $10.1M 3.2% +13,715 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 302,430 $10M 3.61% -9,254 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 297,851 $9.85M 1.42% +27,004 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 294,698 $9.75M 3% +11,184 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 293,189 $9.7M 2.37% +45,328 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 293,027 $9.69M 1.87% +10,593 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 286,479 $9.48M 0.04% +29,626 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 284,260 $9.4M 0.12% +62,993 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 276,989 $9.16M 0.01% +30,085 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 277,011 $9.16M 3.23% +41,879 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 271,257 $8.97M 2.1% +30,910 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 270,107 $8.94M 2.46% +30,353 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 268,427 $8.88M 2.3% +5,030 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 268,331 $8.88M 0.11% +6,146 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 268,094 $8.87M 2.73% +14,726 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 266,474 $8.81M 4.06% +9,390 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 266,350 $8.81M 0.12% +171,733 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 265,385 $8.78M 2.04% +10,903 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 262,582 $8.69M 0.02% -1,655 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 257,203 $8.51M 5.22% +11,552 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 255,280 $8.44M 2.12% -10 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 249,979 $8.27M 5.79% +3,462 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 248,556 $8.22M 5.09% -10,624 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 248,239 $8.21M 0.01% +14,192 13F-HR/A Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 247,488 $8.19M 0.49% -247,180 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 246,211 $8.14M 1.02% +40,820 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 241,423 $7.99M 1.24% +17,825 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 241,160 $7.98M 3.71% +11,492 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 240,491 $7.96M 3.53% +24,318 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 240,175 $7.95M 0.54% +11,751 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 239,806 $7.93M 1.38% +132,382 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 220,686 $7.84M 3.13% -5,068 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 231,194 $7.65M 0.04% +5,156 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 230,425 $7.62M 3.41% -7,490 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 230,304 $7.62M 1.96% +2,844 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 224,048 $7.41M 6.27% +25,276 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 219,120 $7.25M 1.32% -338 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 218,386 $7.22M 3.09% -41,605 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 217,976 $7.21M 2.25% +6,428 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 217,530 $7.2M 0.41% +92,970 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 217,283 $7.19M 0.93% -13,792 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 214,377 $7.09M 4.64% +10,090 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 214,214 $7.09M 0.05% +3,512 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 214,023 $7.08M 0.82% +83,824 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 213,025 $7.05M 4.23% +175 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 210,609 $6.97M 4.3% +11,756 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 210,337 $6.96M 1.5% +35,805 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 205,313 $6.79M 1.87% -8,043 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 203,340 $6.73M 2.11% -3,259 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 200,786 $6.64M 0.04% -122 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 186,245 $6.16M 0.82% +16,133 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 182,507 $6.04M 5.07% 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 182,310 $6.03M 4.36% -3,993 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 181,478 $6M 3.31% +3,279 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 169,761 $5.94M 3.02% +9,648 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 179,664 $5.94M 2.13% +3,176 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 179,086 $5.92M 0.01% +1,383 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 178,383 $5.9M 3.3% +465 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 177,356 $5.87M 5.96% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 172,070 $5.69M 0.1% -1,512 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 170,751 $5.65M 0.02% +10,921 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 164,686 $5.45M 2.35% -3,549 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 163,805 $5.42M 5.39% 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 157,246 $5.32M 1.77% +7,202 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 159,561 $5.28M 0.13% -5,116 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 159,346 $5.27M 3.02% +9,563 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 154,547 $5.11M 1.56% +16,848 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 148,394 $4.91M 4.06% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 143,133 $4.89M 0.72% -8,487 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 146,581 $4.85M 4.56% 13F-HR Timeline