PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 44,472,700 $3.3B 3.98% -6,168,846 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,592,781 $860M +436,541 Timeline MASECO LLP More: the full row for MASECO LLP 7,460,195 $553M 24.08% -77,103 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,320,698 $395M 20.39% +759,253 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,952,650 $367M 17.24% -40,206 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,742,037 $352M 6.89% +3,398,120 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,504,583 $334M 10.1% -67,657 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,874,407 $287M 13.52% +307,634 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,601,852 $267M 0.07% +48,277 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,426,182 $254M 0.18% -31,307 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,168,425 $235M 12.95% +216,267 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,825,574 $210M 0.32% +363,221 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,711,729 $201M 0.24% +349,019 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,685,540 $199M 21.91% +188,544 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,417,863 $179M 6.69% +14,494 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,307,968 $171M 41.27% +47,353 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,706,230 $127M 0.17% +994,043 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,576,055 $119M 0.16% -22,427 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,553,925 $115M 0.04% +69,368 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,537,647 $115M 4.35% +1,487,443 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,486,333 $110M 28.27% -8,675 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,483,146 $110M 7.8% +1,298,394 13F-HR/A Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,454,009 $108M 15.42% -95,598 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,392,318 $103M 5.82% -11,988 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,376,776 $102M 0.57% -34,166 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,312,903 $97.4M 0.03% -41,492 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,308,830 $97.1M 0.13% +35,415 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,287,801 $95.5M 0.02% -43,284 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,224,259 $90.8M 1.79% +62,139 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/ 1,223,289 $90.7M 0.01% +36,308 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,196,915 $88.8M 1.15% -15,169 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,177,545 $87.3M 9.5% -46,128 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,136,110 $84.3M 0.97% -52,197 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,135,015 $84.2M 21.02% +52,863 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,086,999 $81.8M 2.02% -2,189 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 964,558 $71.5M 2.16% -27,991 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 950,482 $70.5M 3.8% +32,562 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 949,391 $70.4M 11.57% -6,973 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 928,475 $69.4M 0.88% -17,814 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 934,418 $69.3M 0.39% -12,559 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 932,281 $69.1M 0.13% +774,697 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 883,122 $65.5M 28.43% -12,344 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 856,242 $63.5M 17.81% +31,450 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 811,875 $60.3M 22.81% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 802,633 $59.5M <0.01% -94,461 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 782,051 $58M 6.64% +31,213 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 781,383 $58M 6.63% +34,840 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 781,060 $57.9M +41,199 Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 761,298 $56.5M 3.62% -4,312 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 754,415 $56M 11.75% +26,675 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 731,332 $54.2M 10.84% +6,977 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 702,761 $52.1M 29.07% -53,968 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 699,869 $51.9M 3.41% +1,761 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 680,889 $50.5M 0.54% +136,181 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 673,331 $49.9M 0.07% -35,937 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 651,200 $49M 8.79% -8,978 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 637,156 $47.3M 0.33% +153,294 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 636,576 $47.2M 13.19% +11,346 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 636,420 $47.2M 0.1% -1,806 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 620,657 $46M 18.86% -29,130 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 619,659 $46M 11.25% +29,911 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 593,683 $44M 9.69% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 586,244 $43.5M 0.3% +12,862 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 581,454 $43.1M 12.54% -43,688 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 580,332 $43M 0.05% +47,343 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 579,412 $43M 8.05% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 555,358 $41.2M 1.32% -79,829 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 542,129 $40.2M 12.32% +19,552 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 526,581 $39.1M 20.24% +13,902 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 521,482 $38.7M 2.37% +507,016 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 508,664 $37.7M 7.1% -8,792 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 507,134 $37.6M 11.07% +11,225 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 507,016 $37.6M 29.71% +19,063 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 503,866 $37.4M 5.69% -995 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 477,870 $35.4M 11.24% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 475,926 $35.3M 0.09% +36,288 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 473,222 $35.1M 0.04% +23,937 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 468,218 $34.7M 5.85% +11,567 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 466,947 $34.6M 18.2% 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 465,027 $34.5M 7.64% +17,944 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 460,065 $34.1M 9.39% -2,920 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 456,057 $33.8M 17.28% -91,922 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 448,280 $33.8M 3.2% +15,751 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 452,381 $33.6M 28.76% +14,093 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 438,278 $32.5M 5.03% +7,562 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 433,824 $32.2M 14.27% -573 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 389,912 $28.9M 1.29% -43,930 13F-HR Timeline Group Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 383,354 $28.4M 9.02% -18,721 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 380,180 $28.2M 11.87% +265,426 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 373,951 $27.9M 7.27% -3,849 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 363,373 $27M 0.04% -187,057 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 359,996 $26.7M 11.37% +1,543 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 357,901 $26.5M 0.77% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 346,290 $25.7M <0.01% -2,176 13F-HR/A Timeline Group Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 335,103 $24.9M 12.59% +21,789 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 317,997 $23.6M 14.24% +248 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 303,573 $22.5M 13.18% 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 301,469 $22.4M 4.53% +13,336 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 294,606 $21.9M 7.22% +8,113 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 292,159 $21.7M 10.75% +2,156 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 291,921 $21.7M 12.22% +21,990 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 290,798 $21.6M 6.57% +61,355 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 288,861 $21.4M 1.76% -54,968 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 287,805 $21.3M 0.03% -23,836 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 285,752 $21.2M 0.21% +63,616 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 282,858 $21M 10.09% -1,545 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 273,758 $20.3M 0.05% +37,403 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 272,489 $20.2M 5.68% -2,029 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 267,506 $19.8M 5.55% +21,676 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 263,856 $19.6M 11.8% -3,903 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 261,048 $19.4M 5.07% -14,499 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 258,411 $19.2M 3.01% -22,007 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 258,271 $19.2M 3.65% +5,145 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 255,284 $18.9M 2.92% +258 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 250,158 $18.6M +21,256 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 249,666 $18.5M 0.62% +3,217 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 242,398 $18M 4.33% -61,121 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 240,396 $17.8M 12.98% +17,627 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 235,262 $17.4M 7.58% +18,388 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 233,678 $17.3M -19,100 Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 226,994 $16.8M 4.41% +2,451 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 226,576 $16.8M 0.56% -3,002 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 219,843 $16.3M 3.56% +28,036 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 218,072 $16.2M 16.8% 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 217,009 $16.1M 9.74% +5,837 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 212,680 $15.8M 0.77% +15,775 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 206,656 $15.5M 6.92% +1,928 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 201,628 $15M 10.91% +3,221 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 197,594 $14.7M 2.13% +12,592 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 194,503 $14.4M 0.26% +92,125 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 192,667 $14.3M 0.01% +8,573 13F-HR Timeline Group PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 191,580 $14.2M 13.32% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 189,901 $14.1M 0.09% -50 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 189,498 $14.1M 0.03% +6,569 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 187,546 $13.9M 0.03% +25,422 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 185,916 $13.8M 1.26% +18,865 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 185,893 $13.8M 0.01% +26,581 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 185,009 $13.7M 2.16% +7,091 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 184,735 $13.7M 3.53% +8,274 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 184,471 $13.7M 3.65% -705 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 182,005 $13.5M 0.11% -2,228 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 180,375 $13.4M 0.01% +35,361 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 176,223 $13.1M 1.7% +17,825 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 171,938 $13M 2.91% +87,066 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 175,149 $13M 0.1% -8,959 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 171,589 $12.7M 1.16% -2,269 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 170,253 $12.6M 3.86% -7,917 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 169,661 $12.6M 6.91% +37 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 165,437 $12.3M 0.05% -3,421 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 161,855 $12M 2.79% +13,064 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 157,878 $11.7M 0.61% +1,101 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 157,689 $11.7M 4.96% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 153,588 $11.4M 1.4% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 152,797 $11.3M 0.05% +10,314 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 152,619 $11.3M 1.23% 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 152,489 $11.3M 4.28% -4,807 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 152,150 $11.3M 9.98% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 151,032 $11.2M 1.76% -396 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 148,904 $11M 7.71% -2,786 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 146,276 $10.8M 6.08% -92 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 142,302 $10.6M 6.74% -8,232 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 141,837 $10.5M 2.64% +360 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 140,789 $10.4M 0.35% -4,578 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 140,570 $10.4M 5.34% +26,638 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 140,529 $10.4M 0.38% +555 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 137,024 $10.2M 0.19% +11,269 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 127,053 $9.42M 0.69% +19,231 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 125,307 $9.29M 2.16% +32,664 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 122,433 $9.08M 7.09% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 121,997 $9.05M 0.98% +12,993 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 120,744 $8.96M 6.6% -6,654 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 120,324 $8.92M 0.02% -22,387 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 119,293 $8.84M 2.65% +479 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 116,849 $8.67M 1.59% +8,535 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 116,105 $8.61M 4.86% +24,740 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 115,872 $8.59M 1.92% +14,036 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 113,731 $8.44M 3.09% 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 113,541 $8.42M 5.77% +104 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 112,431 $8.34M 3.29% +242 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 111,570 $8.28M 1.43% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 110,906 $8.23M 0.23% -12,528 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 110,788 $8.22M 7.21% 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 110,654 $8.21M 1.35% -123 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 110,142 $8.17M 2.87% -8,063 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 109,819 $8.15M 3.32% +1,351 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 109,176 $8.1M 4.3% -942 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 107,192 $7.95M 3.04% -1,451 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 106,575 $7.9M 3.87% +5,161 13F-HR Timeline XY Planning Network, Inc. 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