PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 39,752,037 $3.26B 3.55% -4,322,269 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,142,064 $995M +265,817 Timeline MASECO LLP More: the full row for MASECO LLP 7,371,581 $604M 16.97% -114,982 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,198,745 $426M 16.55% -927,205 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,989,844 $409M 16.23% +37,701 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,839,412 $397M 4.49% +97,375 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,426,858 $363M 8.85% -30,930 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,929,304 $322M 0.4% +535,143 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,829,125 $314M 13.58% +507,693 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,250,622 $301M 12.26% +383,927 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,407,781 $279M 0.06% -254,969 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,321,135 $272M 0.16% -35,884 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,934,668 $240M 22.28% +116,765 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,660,097 $218M 6.37% +126,540 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,618,024 $214M 0.23% -376,306 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,353,192 $193M 42.05% +27,568 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,199,716 $180M 2.54% +19,165 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,865,705 $152M 4.93% 0 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/ 1,771,769 $145M 0.01% +80,931 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,726,300 $141M 9.13% +35,047 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,706,447 $140M 0.04% +136,326 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,591,766 $130M 0.16% -61,181 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,555,365 $127M 28.5% +24,361 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,429,525 $117M 0.03% +34,226 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,397,315 $114M 0.02% +15,715 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,333,612 $109M 5.45% -23,868 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,298,158 $106M 0.15% -353,089 13F-HR/A Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,279,127 $105M 17.02% -1,059 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,269,391 $104M 0.52% -27,932 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,252,540 $103M 0.3% +324,760 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,204,562 $98.7M 21.69% +46,782 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,177,121 $96.5M 1.03% +87,637 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,169,867 $95.9M 9.48% -6,702 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,145,416 $93.9M 1.21% -25,919 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,149,698 $92.8M 1.86% +43,837 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,041,811 $84.7M 0.14% +13,280 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,001,238 $82M -40,728 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 941,437 $77.1M 2.05% -5,712 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 941,091 $77.1M 10.75% +3,895 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 935,798 $76.7M 0.84% +2,253 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 930,248 $76.2M 3.73% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 922,805 $75.6M 0.12% +854 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 920,864 $75.5M 3.27% -10,167 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 896,829 $73.5M 18.23% +14,241 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 893,449 $73.2M 25.59% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 889,725 $72.9M 28.07% -4,889 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 882,866 $72.3M 6.45% +47,612 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 863,161 $70.7M 6.89% +36,133 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 843,306 $69.2M 21.93% +1,124 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 834,751 $67.8M <0.01% +21,234 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 827,733 $67.8M 11.52% +76,268 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 781,601 $64M 0.3% +58,276 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 776,310 $63.6M 3.54% -11,698 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 763,870 $62.6M 21.11% +90,665 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 753,902 $61.8M 11.58% +7,351 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 718,664 $58.9M 0.07% +28,207 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 703,277 $57.6M 0.38% +648,630 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 703,089 $57.6M 0.05% +41,723 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 697,119 $57.1M 11.88% +38,726 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 691,296 $56.6M 0.07% +2,567 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 686,579 $56.3M 20.99% +41,504 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 686,225 $56.2M 0.1% +13,283 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 681,053 $55.8M 13.08% +37,924 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 660,410 $54.1M 8.89% +25,908 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 657,362 $53.9M 13.71% +12,726 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 632,306 $51.8M 0.31% +17,333 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 621,126 $50.7M 6.7% -21,445 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 612,696 $50.2M 0.23% +471,285 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 591,783 $48.5M 0.38% -174,074 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 586,781 $48.1M 10.67% +143,645 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 579,315 $47.5M 12.71% +18,046 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 575,408 $47.1M 0.05% +22,515 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 573,323 $47M 7.21% -2,420 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 566,467 $46.4M 1.32% -8,736 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 556,457 $45.6M 20.19% +32,670 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 539,447 $44.2M 7.1% +15,179 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 536,208 $43.9M 0.09% +100,271 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 517,252 $42.4M 30.19% -20,683 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 508,931 $41.7M 2.31% -6,415 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 502,967 $41.2M 5.54% -608 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 494,759 $40.5M 11.37% -2,521 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 492,705 $40.4M 3.19% +25,790 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 486,503 $39.9M 11.1% -26,075 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 481,535 $39.5M 6.37% -11,985 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 480,458 $39.4M 11.52% +12,592 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 474,753 $38.9M 4.41% +3,361 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 466,528 $38.2M 0.01% +107,486 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 459,468 $37.6M 4.99% +5,303 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 453,692 $37.2M 9.18% -1,732 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 448,251 $36.7M 7.18% +16,768 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 443,216 $36.3M 17.07% +138 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 429,043 $35.2M 14.24% -2,128 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 422,966 $34.7M 0.43% -41,279 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 403,309 $33M 26.73% -54,999 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 381,895 $31.3M 8.84% 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 367,506 $30.1M 12.26% +146,186 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 365,001 $29.9M 11.36% +3,944 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 359,582 $29.5M 1.85% +26,694 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 359,212 $29.4M 9.12% +487 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 343,173 $28.1M 1.17% -13,969 13F-HR Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 341,010 $27.9M 11.87% -4,104 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 340,267 $27.9M 0.24% +39,801 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 331,141 $27.1M 0.06% +34,394 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 328,224 $26.9M 0.03% +97,320 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 327,390 $26.8M 10.48% +18,932 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 320,184 $26.2M 4.25% +487 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 316,052 $25.9M 14.08% -1,079 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 314,557 $25.8M 12.42% +11,011 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 310,495 $25.4M 13.67% +2,449 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 354,994 $25.2M 0.7% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 306,785 $25.1M <0.01% -153 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 303,027 $24.8M 6.38% +211 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 300,617 $24.6M 6.43% -7,824 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 300,091 $24.6M 4.2% +13,871 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 297,838 $24.4M 0.03% +14,205 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 297,466 $24.4M 8.9% +30,143 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 292,275 $23.9M 4.87% +18,054 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 283,672 $23.2M 10.07% +2,583 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 277,505 $22.7M 11.89% +5,523 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 276,311 $22.6M 14.03% +30,292 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 262,879 $21.5M 5.05% -6,820 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 264,867 $21.2M 0.01% +75,272 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 251,755 $20.6M 8.13% +18,548 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 251,155 $20.6M 0.62% +3,088 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 249,348 $20.4M 4.77% +15,280 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 247,063 $20.2M 2.81% -2,933 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 240,089 $19.7M +5,474 Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 239,793 $19.6M 4.49% -1,614 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 238,454 $19.5M 1.52% -6,640 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 232,677 $19.1M 0.96% +2,411 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 228,966 $18.8M 8.78% +13,128 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 228,135 $18.7M -177 Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 218,892 $17.9M 2.27% +6,059 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 217,893 $17.9M 8.28% +5,737 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 214,100 $17.5M 0.28% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 213,916 $17.5M 0.46% -6,500 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 211,439 $17.3M 3.76% +10,421 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 210,096 $17.2M 0.13% +13,823 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 209,395 $17.2M 1.38% +12,756 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 207,764 $17M 0.01% +4,455 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 204,580 $16.8M 0.03% +12,231 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 201,254 $16.5M 12.81% +2,385 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 189,403 $15.5M 0.09% +23 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 184,603 $15M 3.14% +2,109 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 181,888 $14.9M 3.15% +8,473 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 183,666 $14.8M +106,733 Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 176,175 $14.4M 1.9% -4,500 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 175,929 $14.4M 1.65% +254 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 174,178 $14.3M 0.24% +30,731 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 173,937 $14.3M 0.81% +3,374 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 173,035 $14.2M 5.28% +126,867 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 172,881 $14.2M 0.08% -2,532 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 172,340 $14.1M 3.28% -3,141 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 172,218 $14.1M 0.06% -97,102 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 169,100 $13.9M 6.71% -2,449 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 166,290 $13.6M 1.09% -167 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 162,455 $13.3M 3.71% -286 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 157,689 $12.9M 4.9% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 157,646 $12.9M 2.6% +24,915 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 156,140 $12.8M 10.4% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 155,213 $12.7M 1.43% -3,653 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 155,554 $12.7M 0.58% -1,150 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 154,433 $12.7M +83,761 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 153,965 $12.6M 0.27% +6,960 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 153,731 $12.6M 5.35% +7,529 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 153,699 $12.6M 4.1% -129 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 150,832 $12.4M 1.21% +26,923 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 150,759 $12.4M 7.11% +3,752 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 148,859 $12.2M 2.41% +16,774 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 148,814 $12.2M 1.62% -1,646 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 148,587 $12.2M 7.5% -435 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 145,904 $12M 0.87% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 145,653 $11.9M 8.08% -197 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 145,623 $11.9M 1.2% -8,270 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 143,910 $11.7M 0.78% +3,391 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 142,075 $11.6M 2.62% +606 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 140,789 $11.5M 0.31% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 139,412 $11.4M 0.37% -151 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 138,160 $11.3M 24.09% -87,849 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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