MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 73,219,086 $3.25B 4.01% +2,926,765 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 59,736,103 $2.65B -694,278 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 42,594,541 $1.89B 24.27% +265,898 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,533,056 $822M 0.18% +1,026,138 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,110,656 $713M 10.08% +386,133 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,822,450 $613M +554,142 Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 13,605,470 $604M 1.77% +1,217,195 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 12,639,119 $561M 31.06% -725,421 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 12,338,697 $547M 34.6% +261,034 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9,377,832 $416M 45.28% +146,060 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,054,523 $402M 43.45% +357,663 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,368,847 $371M 0.47% +31,296 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,886,805 $350M 8.54% -2,449,200 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,548,752 $335M 1.84% +43,777 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 7,065,425 $313M 25.74% +227,269 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,707,000 $298M 15.17% +12,043 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,464,130 $287M 1.22% -1,245,114 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/ 5,948,676 $264M 0.02% +77,683 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,886,102 $261M 1.22% -15,019 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 5,711,324 $253M 27.56% +1,046,721 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,633,519 $250M 0.43% +3,343,917 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,543,948 $246M 11.98% -2,999 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,536,589 $246M 1.2% +2,394,353 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,381,782 $239M 0.06% +770,349 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,249,890 $233M 0.22% -183,816 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,181,625 $230M 18.41% +330,122 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,042,328 $224M 2.1% +5,164 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,929,596 $219M 17.29% +26,682 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,893,413 $217M 6.83% -59,012 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,811,065 $213M 2.28% -20,365 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,714,198 $209M +115,485 Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,515,601 $200M 9.99% +469,207 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,466,378 $198M 0.27% +52,341 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,464,536 $198M 12.46% +6,539 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,429,007 $196M 0.24% -32,849 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,319,715 $192M 0.23% +2,047,997 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,246,503 $188M 1.59% +213,234 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,201,813 $186M 1.16% +350,588 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,103,209 $182M 2.32% -82,840 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,061,339 $180M 33.32% +269,833 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,009,061 $178M 24.79% -33,761 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,978,431 $176M 8.63% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,976,632 $176M 20.72% +232,530 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,935,874 $175M 0.24% -269,885 13F-HR/A Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,841,280 $170M 13.84% +27,177 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,821,991 $170M 19.89% +38,758 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 3,784,124 $168M 60.48% +107,747 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,775,213 $167M 34.97% +90,262 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,775,121 $167M 37.68% +12,404 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,762,389 $167M 12.97% -73,556 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,704,312 $164M 15.59% +167,570 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,524,619 $156M 0.26% +97,506 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,511,436 $156M 31.94% -4,062 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,311,006 $147M 15.12% +292,324 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,300,037 $146M 0.15% -817,853 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 3,297,718 $146M 2.77% -26,444 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,297,718 $146M 2.43% -26,444 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,264,547 $145M 0.26% +155,945 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,238,499 $144M 4.2% -24,706 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,196,733 $142M 30.9% +15,194 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,171,700 $141M 0.24% +188,005 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,088,455 $137M 0.02% +69,390 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,066,960 $136M 22.14% -15,306 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 3,033,037 $135M 44.69% -25,536 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,018,667 $134M 0.61% +166,950 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,990,705 $133M 37.29% -63,872 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,984,095 $132M 0.05% +808,184 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,886,811 $128M 20.18% -3,436 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,837,675 $126M 22.27% +7,166 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,796,910 $124M +18,392 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,760,133 $122M 0.07% +74 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,753,445 $122M +165,684 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 2,739,886 $122M 6% -118,853 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,710,018 $120M 19.23% -29,842 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,605,730 $116M 32.49% +10,042 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,591,864 $115M 10.03% +258,168 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,582,339 $115M 40.17% -38,508 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,570,196 $114M 25.97% +12,610 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,547,034 $113M 12.68% -52,219 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,512,144 $111M 27.52% +42,443 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,459,442 $109M 3.43% -33,685 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,393,443 $106M 17.19% +204,313 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,382,827 $106M 4.57% +20,374 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,373,136 $105M 30.24% +117,881 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,367,747 $105M 25.59% +68,630 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,365,428 $105M 2.95% +253,265 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,351,350 $104M 12.63% -29,270 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,298,403 $102M 8.2% -12,433 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,294,074 $102M 13.67% +19,399 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,293,774 $102M 23.87% +3,639 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,291,061 $102M 0.3% -1,780 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,228,328 $98.8M 13.11% +44,231 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,221,756 $98.6M 26.13% +11,289 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,197,279 $97.5M 25.68% -64,602 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,176,870 $96.6M 35.8% -13,468 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,159,082 $95.8M 45.97% +132,761 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 2,373,152 $94M 32.05% -9,597 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 2,100,973 $93.2M 35.88% -338,671 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,055,556 $91.2M 37.12% +23,575 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,045,963 $90.3M 0.01% +142,794 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,006,543 $89M 20.06% +47,588 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,981,550 $87.9M 26.45% +42,829 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,977,629 $87.6M 19.55% +82,390 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,970,881 $87.4M 1.63% +202,585 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,926,531 $85.5M 19.73% -96,055 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,895,431 $84.1M 13.8% +42,190 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,883,919 $83.6M 0.08% +14,501 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,883,822 $83.6M 19.53% +63,275 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,149,185 $83.5M 3.4% +106,553 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,873,234 $83.1M 47.46% +33,973 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,873,218 $83.1M 34.63% +24,072 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,868,514 $82.9M 7.82% -9,459 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,867,814 $82.9M 22.76% +57,471 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,867,759 $82.9M 7.42% +277,862 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,821,322 $80.8M 0.45% -10,270 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,806,421 $80.1M 41.75% +11,291 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,775,764 $78.8M 26.29% +94,863 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,759,594 $78.1M 18.01% +135,605 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,713,356 $76M 36.29% +9,437 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,699,992 $75.4M 19.69% +48,542 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,695,187 $75.2M 18.92% -22,615 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,679,450 $74.5M 0.98% -39,392 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,649,228 $73.2M 38.28% -49,710 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,647,465 $73.1M 16.42% +14,634 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,631,862 $72.4M 8.67% +54,937 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,592,347 $70.6M 0.73% +76,069 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,584,943 $70.3M 23.98% +77,917 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,583,859 $70.3M 9.61% +76,511 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,581,492 $70.2M 0.11% -50,451 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,586,685 $70M 2.28% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,577,217 $70M 15.45% +84,299 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,571,550 $69.7M 1.1% +35,247 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,539,171 $68.3M 25.73% -26,331 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,532,405 $68M 0.53% -49,478 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,524,918 $67.8M 18.25% +83,103 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,498,581 $66.5M 15.81% +97,820 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,445,497 $64.1M 1.07% -75,274 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,423,391 $63.1M 12.84% +45,431 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 1,403,337 $62.3M 20.05% +21,260 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,359,733 $60.3M 0.46% -29,945 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,353,841 $60.1M 0.23% -14,195 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,348,360 $59.8M 7.89% +21,473 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,342,461 $59.6M 3.84% -29,716 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,301,185 $57.7M 8.13% -1,116 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,299,487 $57.6M 10.81% +11,235 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,297,981 $57.6M 0.07% +292,111 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,280,771 $56.8M 16.11% +4,588 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,263,422 $56M 35.63% +23,958 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,243,763 $55.2M 32.21% +35,448 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,216,392 $54M 23.21% -10,276 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,348,728 $53.4M 16.7% -70,540 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,199,876 $53.2M 30.08% +21,553 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,161,153 $51.5M 21.82% +84,773 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,161,033 $51.5M 13.83% -14,314 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,152,783 $51.1M 18.81% +15,938 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,147,238 $50.9M 4.88% +43,743 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,144,856 $50.8M 8.78% +35,411 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,141,268 $50.6M 18.09% -26,146 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,139,447 $50.5M 12.17% +14,343 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,136,713 $50.4M 25.84% +49,021 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,123,395 $49.8M 6.96% -16,317 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,118,049 $49.7M 22.27% +9,643 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,106,500 $49.1M 0.04% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,097,040 $48.7M 0.3% -26,608 13F-HR/A Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 1,095,516 $48.6M 17.78% 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,089,916 $48.3M 12.65% +8,876 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,085,010 $48.1M 0.29% -2,510 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,070,062 $47.5M 14.95% +43,653 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,069,808 $47.5M 1.02% +111,962 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,060,691 $47.1M 0.11% +9,964 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,054,413 $46.8M 0.1% +178,919 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,049,483 $46.6M 13.87% -5,721 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 1,040,325 $46.2M 34.71% -356 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,037,411 $46M 2.61% +9,596 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,035,049 $45.9M 14.04% +32,329 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,027,009 $45.6M 1.29% +961,673 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 1,021,485 $45.3M 37.31% +26,635 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 991,731 $44M 1.54% +973,544 13F-HR Timeline XY Planning Network, Inc. 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