PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 50,641,546 $3.67B 4.36% +5,530,408 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,156,240 $810M +1,047,935 Timeline MASECO LLP More: the full row for MASECO LLP 7,537,298 $546M 26.46% -359,698 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,992,856 $362M 17.55% -59,725 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,572,240 $331M 10.39% -22,879 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,561,445 $330M 20.36% +1,466,016 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,566,773 $258M 13.89% +141,681 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,553,575 $257M 0.08% -73,120 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,457,489 $250M 0.19% -73,077 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,952,158 $214M 12.76% +221,791 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,496,996 $181M 21.37% +106,456 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,462,353 $178M 0.3% -55,188 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,403,369 $174M 7.07% +6,566 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,362,710 $171M 0.22% +375,178 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,260,615 $164M 41.33% +82,204 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,598,482 $116M 0.18% -36,208 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,549,607 $112M 15.56% +16,954 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,495,008 $108M 28.58% +28,087 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,484,557 $108M 0.03% +53,077 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,410,942 $102M 0.62% -25,881 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,404,306 $102M 5.95% -7,414 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,354,395 $98.1M 0.03% -2,621,712 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,343,917 $97.4M 3.62% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,331,085 $96.4M 0.02% +31,339 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,273,415 $92.2M 0.12% +46,774 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,212,084 $87.8M 1.2% -7,546 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,188,307 $86.1M 1% -17,642 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/ 1,186,981 $86M 0.01% +96,587 13F-HR/A Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,223,673 $85.9M 9.74% -1,326 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,162,120 $83.5M 1.86% -15,132 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,089,188 $81.3M 2.13% +7,967 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,082,152 $78.4M 20.3% +52,881 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 992,549 $71.9M 2.26% -21,414 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 956,364 $69.3M 12.63% -29,407 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 946,977 $68.6M 0.42% +30,715 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 946,289 $68.5M 0.89% -63,166 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 924,690 $67M 10.86% +12,736 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 917,920 $66.5M 3.75% -28,864 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 897,094 $65M <0.01% -15,296 13F-HR/A Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 895,466 $64.9M 28.6% +12,719 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 824,792 $59.7M 17.53% +14,883 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 819,697 $59.4M 4.89% +23,048 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 765,610 $55.5M 3.76% -1,014 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 756,729 $54.8M 34.95% +6,435 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 750,838 $54.4M 6.42% -86,773 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 746,543 $54.1M 6.45% +25,272 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 739,861 $53.6M +27,549 Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 727,740 $52.7M 11.71% +32,155 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 724,355 $52.5M 11.66% +2,791 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 709,268 $51.4M 0.07% -3,202 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 712,187 $51.1M 0.08% -1,013,563 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 698,108 $50.6M 3.4% +27,621 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 660,178 $48.3M 9.94% -15,249 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 649,787 $47.1M 12.72% +4,824 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 638,226 $46.2M 0.1% -58,094 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 635,187 $46M 1.34% -1,935 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 625,230 $45.3M 13.61% +43,878 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 625,142 $45.3M 11.97% -40,306 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 589,748 $42.7M 11.06% +81,157 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 573,382 $41.5M 0.31% +25,911 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 550,430 $39.9M 0.06% -24,169 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 547,979 $39.7M 18.35% -19,621 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 544,708 $39.5M 0.6% +231,580 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 532,989 $38.6M 0.04% +34,548 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 522,577 $37.9M 12.14% +3,458 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 517,456 $37.5M 7.55% +5,975 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 512,679 $37.1M 20.21% +13,003 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 504,861 $36.6M 5.86% -90 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 495,909 $35.9M 12.26% +104,135 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 487,953 $35.3M 29.79% -10,334 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 485,558 $35.2M 5.32% -12,289 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 483,862 $35.1M 0.3% +129,592 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 462,985 $33.5M 10.64% -19,613 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 456,651 $33.1M 5.9% +9,156 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 449,285 $32.5M 0.04% +93,078 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 447,083 $32.4M 7.72% -1,870 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 439,638 $31.8M 0.08% +269 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 438,288 $31.7M 26.34% -11,972 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 432,529 $31.7M 3.21% +523 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 434,397 $31.5M 14.33% -7,328 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 433,842 $31.4M 1.45% -474,444 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 430,716 $31.2M 5.09% +18,392 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 402,075 $29.1M 9.54% +13,364 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 377,800 $27.2M 7.28% +1,317 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 358,453 $26M 11.26% +132,923 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 348,466 $25.2M <0.01% -18,336 13F-HR/A Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 343,829 $24.9M 1.91% -3,106 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 317,749 $22.9M 14.64% +6,285 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 313,314 $22.7M 12.81% +1,325 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 311,641 $22.2M 0.03% +12,816 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 303,519 $22M 5.81% -6,825 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 290,003 $21M 10.92% +2,062 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 288,133 $20.9M 4.68% +2,384 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 286,493 $20.8M 7.04% +56,848 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 284,403 $20.6M 10.2% +7,338 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 280,418 $20.3M 3.28% -3,513 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 275,547 $20M 5.59% -4,715 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 274,518 $19.9M 5.67% +1,598 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 269,931 $19.6M 12.71% +10,176 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 267,759 $19.4M 12.18% +5,624 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 255,026 $18.5M 3.21% -40,692 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 253,126 $18.3M 3.59% +10,250 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 252,778 $18.3M -754 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 246,449 $17.9M 0.61% -2,417 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 245,830 $17.8M 5.14% +9,469 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 236,355 $17.1M 0.05% +32,687 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 229,578 $16.6M 0.58% -4,298 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 228,902 $16.6M <0.01% -9,771 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 224,543 $16.3M 4.46% +8,528 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 222,769 $16.1M 12.05% +14,476 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 222,136 $16.1M 0.17% +76,311 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 216,874 $15.7M 7.29% +6,146 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 229,443 $15.4M 5.35% 0 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 211,172 $15.3M 9.79% +9,791 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 204,728 $14.9M 7.06% -1,421 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 198,407 $14.4M 11.06% +28,279 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 196,905 $14.3M 0.58% +21,969 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 191,807 $13.9M 2.81% +27,307 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 189,951 $13.8M 0.09% +169 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 185,176 $13.4M 3.69% -1,500 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 185,002 $13.4M 1.99% +9,678 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 184,752 $13.4M 2.2% +2,843 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 184,233 $13.3M 0.12% +2,841 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 184,108 $13.3M 0.07% +2,656 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 184,094 $13.3M 0.01% +10,473 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 182,929 $13.3M 0.03% +23,710 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 178,170 $12.9M 4.54% -1,532 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 177,918 $12.9M 2.12% -9,759 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 176,461 $12.8M 3.48% +15,835 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 173,858 $12.6M 1.14% -1,051 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 169,624 $12.3M 7.01% -556 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 168,858 $12.2M 0.05% -2,501 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 167,051 $12.1M 1.15% +60,065 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 162,124 $11.7M 0.03% +19,011 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 159,312 $11.5M 0.01% +79,649 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 158,398 $11.5M -139,428 Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 157,689 $11.4M 4.99% -1,807 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 157,584 $11.4M 0.02% -17,725 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 157,296 $11.4M 4.83% +1,656 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 156,777 $11.4M 0.62% -832 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 151,428 $11.2M 1.78% -2,632 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 151,690 $11M 8.51% -813 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 150,534 $10.9M 7.15% +760 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 148,791 $10.8M 2.59% -6,992 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 146,368 $10.6M 6.22% -380 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 145,367 $10.5M 0.38% -2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 145,014 $10.4M 0.01% +70,608 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 142,711 $10.3M 0.02% -3,855 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 142,483 $10.3M 0.05% -7,553 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 141,477 $10.2M 2.65% -8,824 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 139,974 $10.1M 0.39% +4,059 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 139,934 $10.1M 0.65% -3,640 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 138,967 $10.1M 0.58% -2,587 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 135,491 $9.81M 5.78% +2,932 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 130,666 $9.47M 2.14% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 127,398 $9.23M 6.7% +1,542 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 125,755 $9.11M 0.17% +1,326 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 123,434 $8.94M 0.27% -754 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 118,814 $8.61M 2.68% +117,411 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 118,205 $8.56M 3.3% +8,007 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 114,754 $8.31M 3.72% +3,012 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 113,932 $8.25M 4.1% +4,610 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 113,437 $8.22M 5.83% -2,890 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 113,025 $8.19M 3.19% +738 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 112,189 $8.13M 3.44% +847 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 111,570 $8.08M 1.48% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 110,777 $8.02M 1.3% -1,245 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 110,304 $7.99M 0.04% +15,370 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 110,118 $7.98M 4.46% -10,099 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 107,822 $7.94M 0.59% -608 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 109,308 $7.92M 1.03% -372 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 109,004 $7.9M 0.91% +23,222 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 108,643 $7.87M 3.17% -4,302 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 108,468 $7.86M 3.37% +171 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 108,314 $7.85M 1.49% +13,450 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 104,920 $7.6M 0.93% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 102,378 $7.42M 0.16% +42,163 13F-HR Timeline Herold Advisors, Inc. 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