MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 61,231,926 $2.36B 3.94% +4,669,622 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 53,687,094 $2.07B -2,842,309 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 40,038,710 $1.54B 21.13% +1,142,049 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,499,479 $675M 0.2% +63,605 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,520,639 $515M 11.46% +738,940 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,868,119 $496M -42,004,718 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 11,022,086 $425M 33.97% +359,737 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,603,980 $409M 12.83% -138,531 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,989,552 $347M 47.44% +65,103 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,634,946 $333M 0.43% -100,625 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 8,504,587 $328M 43.71% +467,629 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,678,851 $296M 1.55% -186,850 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,605,462 $293M 51.87% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,388,731 $285M 1.73% +152,025 13F-HR/A Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,578,647 $254M 25.68% +184,004 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,939,615 $229M 0.26% -104,125 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,823,133 $225M 0.99% +284,482 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,620,346 $217M 1.84% +4,520,854 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,381,765 $208M 11.25% +24,456 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,084,210 $196M 29.65% +119,969 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,996,437 $193M 2.23% -78,223 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/ 4,960,159 $191M 0.01% +127,078 13F-HR/A Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,835,558 $188M 19.06% -106,625 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,728,254 $182M 6.65% -84,955 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,704,681 $181M 16.5% +624,599 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,621,024 $178M 16.02% -51,735 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,620,631 $178M 3.4% -4,189,211 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,569,734 $176M 0.28% -12,454 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,408,392 $170M 0.26% -104,922 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,392,319 $169M +439,271 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,304,087 $166M 2.64% -37,612 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,262,487 $164M 11.05% +75,793 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,107,715 $158M 12.17% -142,300 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,104,437 $158M 25.81% +60,839 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,082,692 $157M 28.71% -108,270 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,038,467 $156M 0.25% -56,133 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,025,732 $155M 9% +87,140 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,998,621 $154M 16.79% +97,518 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,991,274 $154M 8.68% -6,045 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,709,551 $143M 20.02% +44,925 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,701,458 $143M 0.18% -43,480 13F-HR Timeline Group Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,656,877 $141M 35.53% +69,849 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,604,495 $139M 1.43% +81,491 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 3,589,292 $138M 61.25% -3,610 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,541,038 $137M 31.92% +178,623 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,540,759 $137M 37.16% +31,752 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,529,478 $136M 20.55% +170,091 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,497,417 $135M 0.04% +121,554 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,506,298 $135M 0.19% +241,538 13F-HR Timeline Group von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,411,659 $134M 20.48% +61,774 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,451,406 $133M 7.79% +62,133 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,384,879 $131M 12.89% +94,956 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,354,038 $129M 1.01% +260,156 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,290,591 $127M 5.16% +81,683 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,255,533 $126M 30.09% -238,820 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,173,224 $122M 0.23% +25,687 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,166,372 $122M 0.24% +205,012 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,146,024 $121M 0.02% -69,929 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,114,637 $120M 0.55% -285,867 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,063,588 $118M 24.81% +8,366 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,062,464 $118M 1.06% -8,282 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,040,835 $117M 37.77% +48,752 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,964,605 $114M 20.92% -49,218 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 2,939,529 $113M 2.71% -216,571 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,939,529 $113M 2.29% -216,571 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,819,398 $109M 43.99% +117,153 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,777,126 $107M 25.5% -38,979 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,723,687 $105M 19.71% +24,549 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,651,875 $102M 26.79% +6,572 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,650,924 $102M 14.07% -51,357 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,558,774 $98.7M 0.49% -63,562 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,552,121 $98.4M 39.93% -6,570 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,515,877 $97M 33.76% -363 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,478,924 $95.6M 15.26% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,478,924 $95.6M 15.26% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,444,177 $94.3M 16.36% -52,628 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 2,437,171 $94M 40.36% -8,383 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,381,322 $91.8M 7.52% -16,333 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,342,944 $90.4M 0.07% +7,703 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,312,986 $89.2M 0.19% -42,254 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,294,491 $88.5M 21.95% -192,076 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,285,620 $88.2M +198,746 Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,261,087 $87.2M 22.39% -39,664 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,242,315 $86.5M 4.08% +34,418 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,222,192 $85.7M 13.72% +10,666 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,177,036 $84M 35.62% -12,031 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,161,868 $83.4M 23.34% +10,727 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,125,703 $82M 13.37% -162 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,092,128 $80.7M 4.81% +88,267 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,074,151 $80M 4.3% -47,654 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,070,106 $79.8M 8.38% -24,644 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,062,909 $79.6M 25.25% +30,140 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,049,488 $79M 17.73% +41,293 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,035,282 $78.7M 47.36% -274,010 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,027,760 $78.2M 37.74% -17,357 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,027,258 $78.2M 24.74% +45,844 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,006,133 $77.4M 7.45% +156,598 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,974,877 $76.2M 25.89% +86,191 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,946,012 $75.1M 0.12% -2,850,288 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,942,510 $74.9M 44.11% -33,060 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,928,340 $74.4M 1.78% +26,715 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,855,317 $71.6M 43.11% -5,393 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,843,913 $71.1M 1.12% -76,661 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,836,971 $70.9M 0.48% -13,443 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,832,199 $70.7M 28.8% +99,823 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,820,822 $70.2M 21.59% +72,840 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,809,457 $69.8M 23.19% -2,524 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,802,629 $69.5M 13.88% -9,914 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,788,499 $69M 21.16% +383,549 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,765,959 $68.1M 29.56% +5,682 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,744,096 $67.3M 25.22% -21,163 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,735,461 $66.9M <0.01% +58,686 13F-HR/A Timeline Group CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,722,332 $66.4M 44.4% -13,975 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,705,395 $65.8M 1.31% -143,362 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,700,087 $65.6M 16.97% -68,078 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,694,279 $65.3M 38.78% -9,982 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,653,832 $63.8M 43.36% +14,708 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,634,047 $63M 0.24% -61,944 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,612,930 $62.2M 17.36% +149,793 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,601,452 $61.8M 3.48% +36,639 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,565,240 $60.4M 19.29% +88,416 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,563,677 $60.3M 1.23% -17,048 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,561,351 $60.2M 0.47% +58,210 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,671,031 $59.9M 20.82% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 1,526,947 $58.9M +90,080 Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,521,812 $58.7M 26.32% +101,534 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,521,781 $58.7M 25.95% +14,443 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,506,028 $58.1M 8.16% +40,617 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,503,256 $58M 0.16% +10,274 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,499,464 $57.8M 9.53% -69,124 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,483,117 $57.2M 2.77% +296,158 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,464,400 $56.5M 0.09% +1,430,500 13F-HR Timeline Group Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 1,415,438 $54.6M 22.19% +45,044 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,398,685 $53.9M 0.06% +283,099 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,383,479 $53.4M 16.31% -2,221 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,383,426 $53.4M 0.01% -5,854 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,359,617 $52.4M 8.6% +7,576 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,498,636 $51.8M 28.78% -646 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 1,326,442 $51.2M 20.61% +9,013 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,311,123 $50.6M 8.39% +610 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,302,374 $50.2M 16.38% +64,671 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,298,040 $50.1M 12.76% +75,203 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,274,907 $49.2M 23.78% -32,360 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,271,967 $49.1M 8.09% -11,374 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,263,621 $48.7M 24.51% -4,356 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,263,305 $48.7M 9.86% +87,220 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,255,657 $48.4M 10.77% +6,287 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,238,489 $47.8M 16.91% -3,443 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,191,023 $45.9M 15.24% -23,491 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,175,254 $45.3M 7.35% +70,685 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,173,167 $45.2M 29.57% -18,082 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,173,013 $45.2M 7.92% +17,247 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,169,004 $45.1M 1.31% +44,698 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,162,325 $44.8M 19.22% -15,249 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,161,816 $44.8M 14.08% -8,216 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,159,348 $44.7M 18.33% +23,544 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,129,612 $43.6M 0.03% +371,267 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,122,928 $43.3M 11.42% +164,352 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,118,940 $43.2M 31.8% -41,928 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,087,082 $41.9M 23.98% -18,623 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,087,020 $41.9M 0.31% -5,230 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,081,919 $41.7M 17.67% +109,844 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,080,873 $41.7M 14.57% +6,186 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,034,273 $39.9M 16.11% +60,188 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,029,584 $39.7M 12.94% +37,032 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,017,104 $39.2M 15.97% -4,127 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,008,702 $39.1M 22.3% +3,929 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 975,948 $37.6M 30.53% +18,393 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 972,771 $37.5M 1.71% +7,612 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 956,811 $36.9M 0.1% -477,828 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 955,840 $36.9M 15.12% +15,304 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 946,478 $36.5M 15.4% -443 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 938,769 $36.2M 21.99% +23 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 933,719 $36M 14.65% +17,956 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 931,770 $35.9M 8.7% +8,024 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 928,761 $35.8M 9.86% +3,489 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 934,099 $35.7M 2.5% +53,639 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 918,611 $35.4M 6.67% -21,621 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 914,418 $35.3M 13.67% +48,800 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 924,122 $34.9M 3.96% +3,251 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 881,293 $34.7M 0.91% -42,083 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 896,174 $34.6M 0.69% -3,062 13F-HR Timeline Group Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 887,354 $34.2M 18.86% 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 874,911 $33.7M 22.31% +79,177 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 869,540 $33.5M 4.3% +130,451 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 844,627 $32.6M 4.59% -3,380 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 841,977 $32.5M 0.07% -3,574 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 840,885 $32.4M 20.57% +673 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 836,465 $32.3M 2.34% +15,572 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 836,345 $32.3M 0.04% -22,284 13F-HR Timeline Group JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 828,444 $32M 21.5% -14,574 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 819,982 $31.6M 20.87% +25,090 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 816,072 $31.5M 13.08% -11,546 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 811,232 $31.3M 3.56% +85,311 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 810,180 $31.2M 10.51% +48,477 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 809,165 $31.2M 0.46% -455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MilWealth Group LLC More: the full row for MilWealth Group LLC 800,764 $30.9M 7.53% -6,866 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 791,867 $30.5M 5.49% -26,781 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 790,195 $30.5M 17.98% -26,143 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 769,280 $29.7M 21.82% +7,019 13F-HR Timeline