Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 16,717,441 $578M +1,337,944 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,404,290 $567M 8.02% -1,181,084 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,035,546 $243M 0.35% -30,819 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,345,392 $185M 1.04% +378,216 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,286,463 $183M 4.07% +289,046 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,227,172 $146M 0.71% +1,579,336 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,249,517 $133M 2.71% +131,004 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,220,182 $111M 0.12% -540,004 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,091,483 $107M 2.03% +269,872 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,677,850 $92.5M 5.74% -70,780 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,484,046 $85.8M 6.01% -131,989 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,363,205 $81.6M 4.64% -52,099 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,314,462 $80M 4.87% +13,707 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,312,160 $79.9M 2.2% +182,535 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,254,397 $77.9M 5.58% +161,334 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,245,751 $77.5M 2.43% +158,072 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,055,130 $71M 0.02% +56,907 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,972,853 $68.2M 6.6% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,657,178 $64M 0.95% +285,061 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,827,269 $63.1M 0.17% +152,408 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,807,261 $62.4M 5.65% +1,040 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,745,554 $60.3M 0.32% +41,958 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,737,396 $60M 0.03% +68,812 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,649,406 $57M 2.45% +111,133 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,494,924 $51.6M 0.01% +393,407 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,472,478 $50.9M 2.91% +41,831 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,438,629 $49.7M 5.49% -13,863 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,343,643 $46.4M 0.05% +315,699 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,272,479 $44M 11.66% -9,281 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,100,863 $40.5M 1.15% +136,127 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,102,285 $40.4M 9.4% +12,396 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,127,131 $38.9M 0.86% +53,645 13F-HR/A Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,119,116 $38.7M 6.9% +57,110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,107,968 $38.3M 2.78% -103,802 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,100,820 $38M 0.04% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,081,245 $37.4M 0.37% +16,959 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,062,087 $36.7M 3.76% +8,646 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,054,229 $36.4M 0.05% +82,045 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,043,991 $35.7M 1.73% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,031,628 $35.6M 4.85% -1,609 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,030,428 $35.6M 5.49% +6,169 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 999,519 $34.5M 0.38% +490,536 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 999,510 $34.5M 10.3% -11,477 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 965,195 $33.3M 9.38% +7,469 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 941,289 $32.5M 2.92% -29,768 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 925,468 $32M 0.06% +35,688 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 906,047 $31.3M 2.52% +76,030 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 902,483 $31.2M 25.56% -81,294 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 902,335 $31.2M 2.96% +26,895 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 877,152 $30.3M 9.24% +9,623 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 868,700 $30M 6.32% +37,875 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/ 804,302 $27.8M <0.01% +53,111 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 752,742 $26M 7.91% +28,640 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 747,068 $25.8M 6.21% -9,474 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 740,196 $25.6M 2.76% +4,767 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 730,190 $25.2M 2.7% +62,772 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 717,137 $24.8M 0.99% -5,902 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 706,356 $24.4M 0.31% +97,647 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 700,249 $24.2M 3.22% -10,412 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 688,384 $23.8M 1.23% +39,196 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 678,243 $23.4M 4.53% -10,056 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 676,592 $23.4M 5.37% -62 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 655,618 $22.7M 7.09% +5,077 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 653,812 $22.6M 0.05% -13,531 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 637,968 $22M 0.4% +311,494 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 608,840 $21.4M 3.64% +755 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 614,698 $21.2M 4.37% -34,163 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 600,108 $20.8M 7.81% -14,061 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 598,414 $20.7M 0.03% +3,699 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 589,730 $20.4M 3.9% +24,080 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 587,683 $20.3M 6.36% +14,863 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 586,553 $20.3M 1.09% +7,400 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 580,417 $20.1M 5.5% -95,357 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 569,197 $19.7M 2.98% +10,246 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 561,409 $19.4M 5.09% +821 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 564,025 $18.8M 7.26% -28,805 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 544,566 $18.8M 7.55% +55,137 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 543,826 $18.8M 7.78% +1,155 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 541,634 $18.7M 6.33% -3,676 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 540,748 $18.7M 0.01% +42,569 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 535,848 $18.5M 0.52% -68,831 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 534,371 $18.5M 4.57% +9,486 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 524,272 $18.1M 11.67% -4,931 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 514,846 $17.8M 3.45% -4,898 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 507,422 $17.5M 0.19% new 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 505,934 $17.5M 3.02% +926 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 495,857 $17.1M 4.81% -415,799 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 487,786 $16.9M 4.18% -5,006 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 483,300 $16.7M 3.82% -30,787 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 481,746 $16.6M 1.69% -9,744 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 480,638 $16.6M 4.62% +35,744 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 479,758 $16.6M 7.27% +6,111 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 477,032 $16.5M 6.45% -15,234 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 472,869 $16.3M 1.72% +48,655 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 466,637 $16.1M 0.07% +126,816 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 463,400 $16M 5.03% -39,623 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 410,023 $15.9M 5.66% +24,606 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 460,927 $15.9M 6.46% -7,134 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 458,952 $15.9M 4.24% +19,844 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 458,758 $15.9M 5.97% +4,695 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 455,424 $15.7M 0.04% +119,467 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 449,339 $15.5M <0.01% new 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 436,633 $15.1M 3.25% +6,930 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 435,848 $15.1M 0.36% +101,424 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 423,256 $14.6M 1.17% +382 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 408,581 $14.1M 1.34% +1,514 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 403,251 $13.9M 4.67% +1,934 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 396,178 $13.7M 5.15% +14,680 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 387,691 $13.4M 8.7% +3,109 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 387,681 $13.4M 3.42% +26,671 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 374,932 $13M 2.21% +25,862 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 364,625 $12.6M 6.62% -18,735 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 337,622 $12.4M 1.12% -432,884 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 327,231 $12.4M 0.4% -14,828 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 354,625 $12.3M 4.32% +29,440 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 349,966 $12.1M 10.29% -14,233 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 347,110 $12M 4.96% -9,567 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 346,910 $12M 4.47% -11,522 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 345,770 $11.9M 1.8% +35,993 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 345,414 $11.9M 1.24% +6,834 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 344,552 $11.9M 5.59% +27,451 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 343,736 $11.9M 2.02% +8,175 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 342,787 $11.8M 6.79% +5,079 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 339,507 $11.7M 4% +37,077 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 338,197 $11.7M 1.88% +8,328 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 330,236 $11.4M 2.76% -7,622 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 327,277 $11.3M 4.8% -3,537 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 324,748 $11.2M 2.67% +31,559 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 324,333 $11.2M 0.04% -11,327 13F-HR/A Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 319,002 $11M 6.98% -5,656 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 318,891 $11M 4.72% +6,143 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 318,884 $11M 1.46% +21,033 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 316,395 $10.9M 0.42% -253 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 315,864 $10.9M 10.08% -5,902 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 315,453 $10.9M 2.05% +105,116 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 311,106 $10.7M 0.13% +26,846 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 307,219 $10.6M 2.07% +14,192 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 306,629 $10.6M 1.04% +60,418 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 304,956 $10.5M 3.68% -8,813 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 303,686 $10.5M 2.36% +32,429 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 302,689 $10.5M 2.69% -6,379 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 300,436 $10.4M 2.96% +5,738 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 298,147 $10.3M 0.13% +31,797 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 294,570 $10.2M 1.84% +156,511 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 290,920 $10.1M 2.64% +20,813 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 277,714 $9.6M 2.88% +9,620 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 248,043 $9.58M 3.94% +6,883 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 273,183 $9.44M 2.35% +4,756 13F-HR Timeline Friday Financial More: the full row for Friday Financial 270,082 $9.33M 3.22% -6,929 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 269,564 $9.31M 2.08% +4,179 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 269,104 $9.3M 4.08% +2,630 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 268,823 $9.29M 0.07% +492 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 265,241 $9.16M <0.01% new 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 263,589 $9.11M 5.22% +49,212 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 259,171 $8.95M 5.38% +1,968 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 257,206 $8.89M 6.03% +7,227 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 253,398 $8.82M 1.41% +13,592 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 252,381 $8.72M 3.66% +11,890 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 249,065 $8.61M 1.3% +7,642 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 248,400 $8.58M 4.92% -156 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 247,167 $8.54M 0.05% +15,973 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 245,676 $8.49M 0.57% +5,501 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 243,468 $8.41M 0.47% +25,938 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 242,203 $8.37M 1.03% +28,180 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 237,375 $8.2M 6.69% +13,327 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 237,331 $8.2M 2.06% -17,949 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 236,948 $8.19M 3.61% +6,523 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 231,412 $8M 2.43% +28,072 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 229,480 $7.93M 2.06% -824 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 228,197 $7.88M 2.35% +10,221 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 227,371 $7.86M <0.01% -20,868 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 226,717 $7.83M 0.02% -35,865 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 223,810 $7.73M 0.44% -23,678 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 221,286 $7.65M 4.27% +8,261 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 220,589 $7.62M 4.49% +9,980 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 219,814 $7.59M 3.11% -872 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 218,740 $7.56M 0.06% +4,526 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 218,275 $7.54M 3.32% -111 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 217,003 $7.5M 1.35% -2,117 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 214,986 $7.43M 0.93% -2,297 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 214,180 $7.4M 0.01% +35,094 13F-HR Timeline Group Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 201,838 $6.97M 0.96% -891,783 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 193,696 $6.69M 5.42% +11,189 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 190,297 $6.57M 1.78% -15,016 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 189,774 $6.56M 0.85% +3,529 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 187,995 $6.5M 0.04% -12,791 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 183,575 $6.34M 3.45% +2,097 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 182,731 $6.31M 0.02% +11,980 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 180,357 $6.23M <0.01% +41,011 13F-HR Timeline Group SageOak Financial, LLC More: the full row for SageOak Financial, LLC 179,217 $6.19M 4.37% -3,093 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 176,644 $6.1M <0.01% +90,040 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 174,654 $6.03M 2.83% +4,893 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 172,560 $5.96M 0.81% +85,424 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 172,545 $5.96M 0.14% +12,984 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 171,242 $5.92M +170,153 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 169,612 $5.9M 0.1% -2,458 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 170,685 $5.9M 0.01% -106,304 13F-HR Timeline Group LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 167,539 $5.79M 1.85% +10,293 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 166,953 $5.77M 3.25% -11,430 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 165,598 $5.72M 2.01% -14,066 13F-HR Timeline