MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,209,879 $1.12B 1.38% +356,106 13F-HR/A Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,553,024 $261M 9.91% -32,868 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,318,011 $96.7M 0.05% +75,376 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,109,495 $81.4M <0.01% +87,053 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 954,982 $70M 1.01% +32,247 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 778,923 $57.1M 0.01% +64,977 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 687,210 $50.4M 7.46% +2,997 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 646,481 $47.4M 0.03% -2,933 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 563,885 $41.4M 0.19% -73,033 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 537,608 $39.4M 0.02% +75,863 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 526,290 $38.6M 0.01% +58,853 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 505,992 $37.1M 5.69% +36,745 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 489,249 $35.9M 0.6% +313,411 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 391,883 $28.7M 7.07% +15,033 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 357,505 $26.2M 12.19% +30,892 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 439,059 $23.4M 8.02% +35,878 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 306,509 $22.5M 1.17% +29,062 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 291,044 $21.3M 0.13% +33,098 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 255,132 $18.7M 3.14% +1,053 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 233,664 $17.1M 2.55% +32,504 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 224,294 $16.4M 0.56% +6,346 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 210,830 $15.5M 0.16% +12,202 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 194,167 $14.1M 12.11% -1,793 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 187,868 $13.8M +9,515 Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 186,795 $13.7M 0.04% -123,466 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 182,685 $13.4M <0.01% +35,238 13F-HR Timeline Group B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 176,009 $12.9M 1.28% +35,156 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 173,811 $12.7M 0.02% -53,492 13F-HR/A Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 166,979 $12.2M 0.63% +13,964 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 149,067 $10.9M 1.44% +7,279 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 143,871 $10.6M 2.94% -17,355 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 143,064 $10.5M 0.09% -363 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 136,099 $9.98M 3.5% +6,630 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 125,769 $9.22M 0.2% +414 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 117,484 $8.62M 0.53% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 113,871 $8.35M 0.52% -1,873 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 112,200 $8.23M 3.56% +10,668 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 103,896 $7.62M 0.38% -32,179 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 103,819 $7.61M 1.95% +5,277 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 100,078 $7.34M 1.49% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 95,377 $6.99M 0.17% +18,088 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 93,329 $6.84M 0.79% -15,728 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 92,905 $6.81M 1.52% +2,955 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 91,190 $6.58M 0.13% +10,954 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 87,484 $6.42M 0.01% -9,204 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 84,509 $6.2M 0.01% +16,178 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 81,320 $5.96M 3.16% +25,432 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 78,984 $5.79M 0.29% +803 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 78,499 $5.76M 2.82% +12,834 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 77,739 $5.7M 2.49% -2,871 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 75,375 $5.53M 3.23% +2,930 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 73,596 $5.4M 0.42% +9,856 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 69,707 $5.11M 3.17% +12,753 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 63,538 $4.66M 1.84% -3,942 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 62,065 $4.55M +14,041 Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 58,089 $4.26M 3.07% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 57,065 $4.19M 0.85% +854 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 56,564 $4.15M 1.58% -2,880 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 55,799 $4.09M <0.01% +2,642 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55,746 $4.09M 0.12% +7,447 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 53,533 $3.93M 0.35% -124 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 52,744 $3.85M <0.01% +360 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 62,500 $3.67M 1.15% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 49,245 $3.61M 0.14% +3,500 13F-HR/A Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 48,854 $3.58M 1.52% +2,160 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 48,762 $3.58M 0.58% -1,879 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 43,186 $3.17M 0.45% +6,306 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 43,119 $3.16M <0.01% +885 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 42,181 $3.09M 1.16% +31 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 42,071 $3.09M 0.75% +3,116 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 40,390 $2.96M 0.94% +3,911 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 36,654 $2.69M 0.01% +8,372 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 36,086 $2.65M 0.33% -40 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 35,580 $2.61M 0.01% +13,447 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 35,159 $2.58M 0.95% -637 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,291 $2.51M 0.01% +6,364 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 34,119 $2.5M <0.01% +15,778 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 33,064 $2.42M 1.24% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,549 $2.39M <0.01% -53,540 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 31,945 $2.35M 0.01% +1,107 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 31,344 $2.3M 1.92% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 30,176 $2.21M 0.63% +2,773 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 29,774 $2.15M 0.05% +120 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 26,911 $1.97M 0.19% -130 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,668 $1.96M <0.01% +7,325 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 26,651 $1.95M 0.44% -881 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 26,314 $1.93M 0.62% +5,681 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 26,200 $1.92M 0.95% +325 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 26,156 $1.92M 0.09% new 13F-HR Timeline Group J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 24,498 $1.8M 1.03% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,217 $1.78M 0.01% +19,208 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 23,737 $1.74M 0.38% -517 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 23,120 $1.7M 0.13% -396 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 22,286 $1.63M 0.66% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 21,982 $1.61M 0.16% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 21,813 $1.6M 0.08% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 21,664 $1.59M 0.79% +481 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,605 $1.51M 0.01% +11,785 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,455 $1.5M 0.01% +235 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 20,381 $1.49M 0.18% -780 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 19,880 $1.46M 1.08% +189 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 19,825 $1.45M 0.34% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 19,230 $1.41M 1.11% -700 13F-HR/A Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 18,806 $1.38M 0.21% -2,009 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,285 $1.27M 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,251 $1.27M 0.15% +389 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 16,580 $1.22M 0.32% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 16,161 $1.19M 0.26% -346 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15,854 $1.16M 0.36% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,723 $1.15M 0.09% -220 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,624 $1.14M <0.01% +5,423 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 15,529 $1.14M 0.27% -103 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,686 $1.08M 0.01% +1,121 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,551 $1.07M 0.02% +45 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 14,363 $1.05M 0.3% -20 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 14,297 $1.05M 0.76% -45 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,118 $1.03M <0.01% -400 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 13,737 $1.01M 0.48% -558 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,102 $961K <0.01% +8,008 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,777 $937K 0.01% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 12,352 $906K <0.01% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,980 $879K 0.23% -300 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 11,305 $829K 0.38% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,872 $801K 0.04% +3,632 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,811 $720K <0.01% +4,205 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 9,595 $704K 0.02% +2 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,395 $689K 0.02% -3,101 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 9,123 $669K 0.33% +18 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,957 $657K 0.01% +3,012 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,925 $647K <0.01% -1,190 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 8,525 $625K 0.57% -746 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,326 $610K 0.22% +2,327 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,227 $603K 0.01% -6,979 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,206 $602K 0.09% -1,861 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,740 $568K <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7,619 $559K 0.37% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,559 $554K 0.02% +127 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,334 $534K 0.05% +227 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,169 $526K <0.01% +2,206 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 7,132 $523K 0.01% +204 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,900 $506K <0.01% -85 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 6,204 $455K 0.35% +9 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,170 $453K <0.01% +4,896 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 6,061 $444K 0.19% +4,126 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,005 $440K 0.28% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,954 $437K 0.01% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,861 $430K 0.06% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 5,781 $424K 0.1% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,765 $423K 0.19% -91 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,752 $422K 0.04% +616 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,564 $408K 0.16% +11 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,360 $393K 0.06% -740 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,346 $392K <0.01% new 13F-HR/A Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,343 $392K 0.15% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,283 $387K <0.01% -38 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,223 $383K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,945 $370K 0.01% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,037 $368K 0.07% -528 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,902 $359K 0.01% +1,209 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,891 $359K 0.1% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,772 $350K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,745 $348K 0.26% +161 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,675 $343K 0.12% -60 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,656 $341K 0.01% -325 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,604 $338K 0.03% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,561 $335K 0.02% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,559 $334K <0.01% -3,572 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,395 $322K 0.02% +318 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,161 $305K <0.01% -31,617 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,074 $299K 0.04% -462 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,018 $295K <0.01% -21 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,897 $286K 0.04% +30 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,831 $281K 0.04% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,820 $280K 0.24% 0 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 3,722 $273K 0.06% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,677 $270K 0.03% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,665 $269K 0.11% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,636 $267K 0.01% -1,111 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,446 $253K <0.01% new 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,420 $251K 0.08% -16 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,379 $248K 0.04% -504 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 3,361 $246K 0.06% +10 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,221 $236K 0.01% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,206 $235K 0.03% new 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 3,172 $233K 0.15% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,162 $232K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,083 $226K <0.01% +2,953 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,029 $222K 0.05% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,941 $216K <0.01% new 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,824 $207K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,800 $205K <0.01% new 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,758 $202K 0.04% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,703 $198K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,702 $198K <0.01% +191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,594 $190K <0.01% -294 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,397 $176K <0.01% 0 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,029 $149K 0.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,985 $146K <0.01% +175 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,966 $144K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,925 $141K <0.01% 0 13F-HR Timeline