MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,853,773 $925M 1.37% +394,499 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,585,892 $223M 10.32% -21,895 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,089,651 $120M 12.19% +79,199 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,242,635 $77.4M 0.05% +78,254 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,022,442 $63.7M <0.01% +806,813 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 922,735 $57.5M 0.92% 0 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 713,946 $44.5M 0.01% +38,877 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 684,213 $42.6M 7.24% +47,544 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 649,414 $40.5M 0.03% +14,572 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 636,918 $39.7M 0.21% +30,758 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 469,247 $29.2M 5.26% +15,434 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 467,437 $29.1M 0.01% +21,625 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 461,745 $28.8M 0.01% +48,540 13F-HR Timeline Group RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 376,850 $23.5M 6.71% +6,967 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 326,613 $20.3M 11.54% +44,520 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 310,261 $19.3M 0.09% -64,675 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 403,181 $18.8M 7.43% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 277,447 $17.3M 1.08% +5,394 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 227,303 $16.7M 0.02% +12,880 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 257,946 $16.1M 0.13% +24,757 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 254,079 $15.8M 3.07% -8,728 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 217,948 $13.6M 0.77% -893 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 201,160 $12.5M 2.11% +12,653 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 198,628 $12.4M 0.15% +8,518 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 195,960 $12.2M 11.7% -1,219 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 194,322 $12.1M 0.03% +12,691 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 178,353 $11.1M +15,298 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 175,838 $11M 0.21% -421 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 161,226 $10M 2.98% -5,074 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 153,015 $9.53M 0.53% -127,747 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 147,447 $9.19M <0.01% +112,395 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 143,427 $8.94M 0.09% +388 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 141,788 $8.83M 1.33% +14,510 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 140,853 $8.78M 1.08% +39,487 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 136,075 $8.48M 0.46% +6,411 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 129,469 $8.07M 3.17% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 125,355 $7.81M 0.21% +11,597 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 115,744 $7.21M 0.49% -4,753 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 109,057 $6.79M 0.88% 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 101,532 $6.33M 3.14% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 98,542 $6.14M 1.76% +3,717 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 96,688 $6.02M 0.01% +3,862 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 89,950 $5.6M 1.43% +4,868 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 80,236 $5.42M 0.12% +14,228 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 86,089 $5.36M 0.01% +60,635 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 80,610 $5.02M 2.33% -582 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 78,181 $4.87M 0.28% -540 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 77,289 $4.82M 0.13% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 72,445 $4.51M 3.23% +2,259 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 68,331 $4.26M 0.01% -15,151 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 67,480 $4.2M 1.83% +106 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 65,665 $4.09M 2.31% +1,966 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 63,740 $3.97M 0.32% +32,904 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 62,500 $3.89M 1.16% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 59,444 $3.7M 1.61% -1,074 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 58,615 $3.65M 2.58% +641 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 58,089 $3.62M 2.98% -99 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 56,954 $3.55M 2.63% +9,833 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 56,211 $3.5M 0.75% +5,211 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 55,888 $3.48M 2.44% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 53,657 $3.34M 0.33% -7,494 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 53,157 $3.31M <0.01% +32,665 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 52,384 $3.18M <0.01% -3,555 13F-HR/A Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 50,641 $3.15M 0.58% -804 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 48,299 $3.01M 0.1% +2,130 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 48,024 $2.99M +19,008 Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 46,694 $2.91M 1.39% +4,220 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 45,745 $2.85M 0.13% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 42,234 $2.63M <0.01% +2,655 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 42,150 $2.63M 1.14% -634 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 38,955 $2.43M 0.7% -803 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 36,880 $2.3M 0.69% +13,226 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 36,479 $2.27M 0.86% +2,354 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 36,126 $2.25M 0.28% -1,344 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 35,796 $2.23M 0.96% +5,554 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,778 $2.23M <0.01% -18,503 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 29,654 $1.94M 0.06% +360 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,838 $1.92M 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 28,282 $1.76M 0.01% +3,065 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 27,927 $1.74M 0.01% +195 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 27,532 $1.72M 0.43% +1 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 27,403 $1.71M 0.55% -3,622 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 27,041 $1.68M 0.18% -177 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 25,875 $1.61M 0.89% +6,540 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 23,516 $1.54M 0.14% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 24,254 $1.51M 0.37% -790 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 12,842 $1.42M 3.17% new 13F-HR/A Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 22,286 $1.39M 0.62% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,133 $1.38M 0.01% +12,770 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 21,183 $1.32M 0.79% +4,745 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 21,161 $1.32M 0.18% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,815 $1.3M 0.24% +5,424 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 20,633 $1.29M 0.46% +7,684 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,220 $1.27M 0.01% +3,333 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 19,930 $1.24M 1.12% +70 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 19,825 $1.24M 0.32% 0 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 19,691 $1.23M 1.01% +109 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,343 $1.21M <0.01% +9,440 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,341 $1.14M <0.01% +11,205 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 17,664 $1.1M 0.06% +11 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,862 $1.05M 0.14% +620 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 16,580 $1.03M 0.31% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 16,507 $1.03M 0.26% -941 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,943 $993K 0.08% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15,854 $988K 0.34% +2,775 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,753 $981K 0.01% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 15,632 $974K 0.26% +1,395 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,206 $947K 0.02% +10,793 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,518 $904K <0.01% +257 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,506 $904K 0.02% +21 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 14,383 $896K 0.29% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 14,342 $893K 0.74% +91 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 14,295 $891K 0.47% +1,283 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,565 $845K 0.01% +651 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,496 $779K 0.02% -525 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 12,280 $765K 0.18% -881 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 11,305 $704K 0.38% +387 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 11,090 $691K 0.05% -40,800 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,115 $637K <0.01% +2,760 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,067 $627K 0.11% -1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,201 $626K <0.01% +3,861 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 9,593 $598K 0.02% -647 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 9,271 $578K 0.59% +8 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 9,105 $567K 0.32% +483 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,820 $549K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,131 $507K <0.01% +4,048 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,814 $487K 0.02% +1,823 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,240 $486K 0.03% -448 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 $482K <0.01% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,107 $477K 0.05% +44 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,432 $463K 0.02% +161 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,985 $435K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,928 $432K 0.01% +1,009 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 6,195 $386K 0.33% +570 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 6,100 $380K 0.06% +975 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,005 $374K 0.27% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,999 $372K 0.16% +738 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,945 $370K 0.01% +1,795 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,945 $370K <0.01% +1,795 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,856 $365K 0.16% +64 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,606 $349K <0.01% +952 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,565 $347K 0.08% -440 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,553 $346K 0.15% -128 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,321 $331K <0.01% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,136 $320K 0.04% -466 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,094 $317K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,009 $312K <0.01% +1,235 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,981 $310K 0.01% new 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,963 $309K <0.01% +1,751 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,891 $305K 0.1% +601 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,772 $297K 0.01% -853 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,747 $296K 0.01% -234 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,735 $295K 0.12% +20 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,584 $286K 0.24% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,536 $283K 0.04% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,077 $254K 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,039 $252K <0.01% -82 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,883 $242K 0.05% -438 13F-HR/A Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,867 $241K 0.03% +212 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,815 $238K 0.01% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,820 $238K 0.18% +63 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,693 $230K 0.01% -848 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,677 $229K 0.03% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,665 $228K 0.11% +28 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,436 $214K 0.09% new 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 3,351 $209K 0.06% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,888 $180K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,511 $156K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,397 $149K <0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,068 $129K 0.01% new 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,029 $126K 0.07% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,966 $122K 0.03% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,935 $121K 0.05% +1,869 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,925 $117K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,810 $113K <0.01% +125 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,650 $103K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,274 $79.4K <0.01% +416 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,167 $72.7K <0.01% -99 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,033 $64.4K 0.01% -186 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 973 $60.6K <0.01% +619 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 968 $60.3K 0.05% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 967 $60.2K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 839 $52.3K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 748 $46.6K <0.01% +3 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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