MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 56,562,304 $2.03B 4.55% +2,785,992 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 56,529,403 $2.03B -161,020 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 54,872,837 $1.97B +2,623,301 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 38,896,661 $1.39B 21.21% +1,100,537 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,435,874 $625M 0.21% +76,098 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 12,781,699 $463M 12.55% +969,442 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,742,511 $385M 13.33% +173,627 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,662,349 $382M 33.62% +497,242 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,924,449 $320M 50.73% -294,169 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,809,842 $316M 4.56% +4,593,492 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,735,571 $313M 0.41% -920,602 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 8,036,958 $288M 43.03% +272,734 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,865,701 $282M 1.58% -453,305 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,236,706 $259M 1.86% -326,014 13F-HR/A Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,394,643 $229M 28.26% -350,364 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,043,740 $217M 0.27% +129,585 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,538,651 $199M 0.95% +968,562 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,357,309 $192M 11.13% -210,295 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,074,660 $182M 2.25% -49,864 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,942,183 $179M 20.52% -22,864 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,964,241 $178M 29.57% +71,860 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/ 4,833,081 $173M 0.01% +321,073 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,813,209 $173M 6.73% -459,321 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,796,300 $172M 0.23% -406,862 13F-HR/A Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,672,759 $167M 16.12% -939,636 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,513,314 $165M 0.27% -44,089 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,582,188 $164M 0.29% -9,932 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,341,699 $156M 2.74% +2,778 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,250,015 $152M 13.17% -2,348 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,190,962 $150M 29.26% +188,037 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,186,694 $150M 10.89% +217,638 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,094,600 $147M 0.26% -129,327 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,080,082 $146M 15.38% +1,307,094 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,043,598 $145M 25.5% -33,379 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,997,319 $143M 8.9% +109,514 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,953,048 $142M +220,723 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 3,938,592 $141M 9.21% -78,107 13F-HR/A Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,901,103 $140M 17.2% +243,357 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,744,938 $134M 0.19% +195,981 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,664,626 $131M 19.83% +79,622 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 3,592,902 $129M 61.06% +59,993 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,587,028 $129M 35.38% -65,466 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,523,004 $126M 1.4% -87,729 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,509,007 $126M 36.51% +73,025 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,494,353 $125M 29.58% +14,752 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,349,885 $123M 32.33% +311,718 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,400,504 $122M 0.63% -489,975 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,389,273 $121M 7.73% +99,260 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,362,415 $121M 30.95% +168,254 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,375,863 $121M 0.04% +49,744 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 3,359,387 $120M 20.88% +44,553 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,289,923 $118M 12.64% +214,035 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,264,760 $117M 0.21% -720,665 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,215,953 $115M 0.02% +78,202 13F-HR/A Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,208,908 $115M 5.31% +59,928 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 3,156,100 $113M 2.72% -166,114 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,156,100 $113M 2.28% -166,114 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,147,537 $113M 0.23% +63,209 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,093,882 $111M 1.02% +279,878 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,070,746 $110M 1.1% +86,211 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,055,222 $109M 24.56% +36,930 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,013,823 $108M 21.1% -31,208 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,992,083 $107M 37.81% +43,594 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,961,360 $106M 0.23% +408,381 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,816,105 $101M 25.85% +77,302 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,702,281 $96.8M 14.04% -46,081 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,702,245 $96.8M 43.49% +154,993 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,699,138 $96.7M 20.31% +101,229 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,645,303 $94.8M 26.46% -143,972 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,622,336 $94M 0.51% +272,309 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,558,691 $91.7M 40.31% -158,287 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,516,240 $90.2M 34.03% +202,550 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,496,805 $89.5M 17.36% -18,254 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,486,567 $89.1M 22.24% -75,474 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 2,445,554 $87.6M 40.81% -93,737 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 2,444,459 $87.6M 21.29% +106,471 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,397,655 $85.9M 7.3% -12,447 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,309,292 $85.2M 50.47% +59,167 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,355,240 $84.4M 0.2% -738,376 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,335,241 $83.7M 0.07% +17,231 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,300,751 $82.5M 23.52% +13,868 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,211,526 $79.3M 13.66% -136,867 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,207,897 $79.1M 4.33% +16,783 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,189,067 $78.5M 33.31% +61,973 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,151,141 $77.1M 22.87% +21,925 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,125,865 $76.2M 13.01% -41,008 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,121,805 $76M 4.59% +181,408 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,094,750 $75.1M 8.3% +71,994 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,086,874 $74.8M +130,574 Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,045,117 $73.3M 37.68% -66,439 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,032,769 $72.9M 23.38% +52,813 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,008,195 $72M 17.93% +23,122 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,003,861 $71.8M 4.92% -53,973 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,981,414 $71M 24.57% +64,989 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,975,570 $70.8M 44.58% +12,948 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,920,574 $68.8M 1.15% -80,097 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,901,625 $68.2M 1.85% +86,806 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,888,686 $67.7M 25.66% +86,705 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,860,710 $66.7M 43.32% -43,110 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,850,414 $66.3M 0.53% +931,179 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,849,535 $66.3M 7.3% +755,073 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,848,757 $66.3M 1.43% -210,879 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,812,543 $65M 13.52% +75,653 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,811,981 $64.9M 22.4% +4,036 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,768,165 $63.4M 17.92% -27,934 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,765,259 $63.3M 26.62% +22,257 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,760,277 $63.1M 29.44% +109,721 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,747,982 $62.6M 21.13% +67,532 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,736,307 $62.2M 45.17% +52,710 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,732,376 $62.1M 30.35% +297,369 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,704,261 $61.1M 38.41% +49,629 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,695,991 $60.8M 0.24% -13,057 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,676,775 $60.1M <0.01% -49,360 13F-HR Timeline Group CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,671,031 $59.9M 20.84% -358,352 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,639,124 $58.7M 46.46% +14,605 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,580,725 $56.7M 1.32% -19,211 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,568,588 $56.2M 11.02% -25,481 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,564,813 $56.1M 3.34% +134,183 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,507,338 $54M 25.61% -3,481 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,503,141 $53.9M 0.46% +791,685 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,492,982 $53.5M 0.16% +81,066 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,476,824 $52.9M 18.92% +37,490 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,465,411 $52.5M 8.04% +81,668 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,463,137 $52.4M 17.8% +137,082 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,499,282 $51.9M 28.79% -3,077 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 1,436,867 $51.5M +40,163 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,434,639 $51.4M 0.15% +66,319 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,420,278 $50.9M 26.29% +190,426 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,404,950 $50.4M 17.92% +56,162 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,389,280 $49.8M 0.01% -161,740 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,385,700 $49.7M 17.5% -73,134 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 1,370,394 $49.1M 21.69% -35,831 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,352,041 $48.5M 8.59% +98,749 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 1,317,429 $47.2M 20.77% +58,851 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,310,513 $47M 8.34% +51,171 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,307,267 $46.9M 24.69% +102,897 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,299,720 $46.6M 0.31% -169,494 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,283,341 $46M 8.31% -25,038 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,267,977 $45.4M 25% +113 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,249,370 $44.8M 10.74% +11,079 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,237,703 $44.6M 13.88% +71,391 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,241,932 $44.5M 16.74% -997 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,222,837 $43.8M 12.28% +43,628 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,214,514 $43.5M 15.79% -84,901 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,191,249 $42.7M 29.51% +23,475 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,186,959 $42.5M 1.62% 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,177,574 $42.2M 19.29% +25,980 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,176,085 $42.2M 10.26% -50,984 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,170,032 $41.9M 14.59% +7,307 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,160,868 $41.6M 31.92% -33,909 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,155,766 $41.4M 8.2% -9,187 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,135,804 $41.4M 18.3% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,124,306 $40.3M 1.24% -1,305 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,115,586 $40M 0.07% +163,581 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,105,705 $39.6M 24.34% +13,261 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,104,569 $39.6M 7.24% +106,546 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,099,492 $39.4M 0.41% -151,401 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,092,250 $39.1M 0.32% +14,730 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,074,687 $38.5M 14.72% -22,794 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,021,231 $36.6M 15.93% +33,733 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,004,773 $36.3M 23.04% +30,294 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 992,552 $35.6M 13.11% +18,796 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 974,085 $34.9M 16.14% -2,453 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 972,075 $34.8M 16.59% +117,269 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 970,048 $34.8M 21.08% -72,530 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 965,159 $34.6M 1.74% +9,579 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 958,576 $34.4M 13.16% +50,279 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 957,555 $34.3M 30.53% -83,078 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 923,376 $34.1M 0.98% -598 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 946,921 $33.9M 15.22% -415 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 940,536 $33.7M 14.56% +90,939 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 940,232 $33.7M 6.73% +8,023 13F-HR Timeline Arcadia Wealth Management, Inc. 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