Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 110,018 $53.7M 7.68% -2,572 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 108,682 $53.4M 20.54% -1,530 13F-HR/A Timeline American Trust More: the full row for American Trust 108,857 $53.1M 4.46% +9,106 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 107,670 $52.5M 20.6% 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 107,003 $52.2M 30.43% -2,199 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 105,757 $51.6M 12.27% -981 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 105,736 $51.6M 3.77% -506 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 105,173 $51.3M 0.11% +1,719 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 102,981 $50.2M 16.64% -636 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 102,781 $50.1M 12.3% -2,191 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 102,530 $50M 0.07% +31,076 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 101,388 $49.5M 17.64% +9,789 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 101,169 $49.4M 16.12% -366 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 100,995 $49.3M 1.56% +2,478 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 99,767 $48.7M 13.54% -5,975 13F-HR Timeline Cornerstone Wealth Advisors, Inc. 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Riley Wealth Advisors, Inc. 86,464 $42.2M 1.99% -1,580 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 86,195 $42.1M 11.64% +3,408 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 85,702 $41.8M 12.33% -2,526 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 85,751 $41.8M 2.33% -2,364 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 84,385 $41.2M 7.89% +4,560 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 83,059 $40.5M 8.98% -959 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 81,561 $39.8M 22.49% -1,797 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 80,407 $39.2M 6.08% -4,435 13F-HR Timeline American Investment Services, Inc. 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More: the full row for DAGCO, INC. 64,763 $31.6M 7.3% +1,879 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 64,683 $31.6M 5.5% +1,003 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 64,453 $31.4M 12.75% -753 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 64,262 $31.4M 1.82% -11,002 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64,050 $31.2M 0.67% -2,460 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 63,645 $31.1M 10.78% +76 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 63,613 $31M 27.39% 13F-HR Timeline Cannon Financial Strategists, Inc. 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More: the full row for VeraBank, N.A. 59,057 $28.8M 5.24% +1,390 13F-HR Timeline Francis Financial, Inc. 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GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 54,705 $26.7M 21.17% -2,057 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 54,569 $26.6M 9.57% +541 13F-HR Timeline 25 LLC More: the full row for 25 LLC 54,499 $26.6M 8.44% +7,814 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 54,479 $26.6M 2.54% +1,475 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 121,365 $26.5M 0.64% +409 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 54,294 $26.5M 0.47% +8,120 13F-HR/A Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 53,989 $26.3M 16.11% +1,670 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 53,574 $26.1M 0.37% -10,131 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. 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More: the full row for Whitegate Investment Counselors, Inc. 49,730 $24.3M 7.58% -993 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 49,504 $24.2M 1% +3,299 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 49,193 $24M 2.95% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 48,904 $23.9M 6.1% +46,641 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 48,711 $23.8M 5.01% +1,179 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 48,641 $23.7M 12.11% +192 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 48,578 $23.7M 0.23% +3,365 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 48,360 $23.6M 3.4% +4,450 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 48,355 $23.6M 2.73% -456 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 48,109 $23.5M 0.02% -1,912 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,918 $23.4M 0.52% +37,099 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 47,749 $23.3M 3.62% -1,405 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 47,626 $23.2M 19.54% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 47,530 $23.2M 2.07% -262 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 47,204 $23M 3.55% +16,194 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 47,132 $23M 0.43% +3,187 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 47,065 $23M 0.46% +18,463 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 46,722 $22.8M 2.5% +209 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 46,717 $22.8M 5.95% -786 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 46,693 $22.8M 0.43% -14,465 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 46,671 $22.8M 5.96% +19 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 46,669 $22.8M 0.13% +2,313 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 46,470 $22.7M 2.74% -2,596 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 46,443 $22.7M 0.96% -2,650 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 46,428 $22.7M 9.85% -349 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 46,356 $22.6M 14.2% +239 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 46,259 $22.6M 2.61% -7,856 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 45,851 $22.4M 4.41% -164 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 45,530 $22.2M 2.94% -617 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 45,085 $22.2M 0.31% +6,444 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 45,220 $22.1M 1.75% -614 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 45,063 $22M 3.7% 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 44,946 $21.9M 11.1% -1,015 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 44,540 $21.7M 14.65% +829 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 44,411 $21.7M 4.6% +917 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 44,408 $21.7M 0.65% +4,947 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 44,376 $21.6M 3.91% +1,548 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 43,997 $21.6M 0.82% +26,603 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 44,264 $21.6M 0.76% +3,706 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 43,860 $21.4M 6.01% -2,062 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 43,711 $21.3M 4.8% -1,043 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 43,375 $21.2M 5.73% +1,048 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 43,162 $21.1M 5.14% +842 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 42,949 $21M 1.23% +2,758 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 42,854 $20.9M 4.74% -442 13F-HR Timeline