MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 64,358,203 $2.55B 3.88% +3,126,277 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 58,644,036 $2.32B +4,956,942 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 41,068,700 $1.63B 21.15% +1,029,990 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,742,346 $702M 0.19% +242,867 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,914,954 $551M 10.89% +394,315 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 13,253,011 $525M 32.19% +5,647,549 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,118,510 $480M -749,609 Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 11,598,734 $459M 34.24% +576,648 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,428,380 $413M 12.48% -175,600 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9,111,768 $361M 45.64% +122,216 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 8,570,969 $339M 43.65% +66,382 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,024,961 $318M 1.81% +636,230 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,956,573 $315M 0.42% -678,373 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,522,835 $298M 2.37% -156,016 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,689,376 $265M 26.01% +110,729 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,500,481 $257M 15.23% +2,501,860 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,975,927 $237M 1.66% +355,581 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,963,230 $236M 0.97% +140,097 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,738,089 $227M 0.25% -201,526 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,480,371 $217M 11.56% +98,606 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/ 5,335,077 $211M 0.02% +374,918 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,844,024 $196M 18.54% +8,466 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,848,102 $192M 2.22% -148,335 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,843,821 $192M 7.07% +115,567 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,789,246 $190M 2.56% +168,615 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,753,661 $188M 17.08% +48,980 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,641,003 $184M 0.29% +71,269 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,556,413 $180M 0.06% +1,058,996 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,520,404 $179M 14.94% -100,620 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,517,743 $179M 0.24% +2,571,731 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,484,512 $178M +92,193 Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,365,195 $177M 26.08% +2,337,937 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,346,500 $176M 0.24% -61,892 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,350,772 $172M 11.31% +88,285 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,256,625 $169M 25.22% +152,188 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,249,910 $168M 2.49% -54,177 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,033,193 $160M 26.23% -49,499 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,002,215 $158M 8.55% +10,941 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,995,456 $158M 0.23% -43,011 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,965,406 $157M 12.93% -142,309 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,939,898 $156M 1.53% +335,403 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,764,666 $149M 0.18% +63,208 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,745,838 $148M 32.63% +204,800 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,744,276 $148M 19.94% +34,725 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,630,425 $148M 34.52% -26,452 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,726,135 $148M 8.31% +274,729 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,678,371 $146M 20.5% +148,893 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 3,627,314 $144M 60.88% +38,022 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,617,152 $143M 0.21% +110,854 13F-HR Timeline Group United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,609,921 $143M 36.97% +69,162 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,575,791 $142M 1.2% +221,753 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,528,811 $140M 12.99% +143,932 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,424,288 $136M 31.78% +12,629 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,337,061 $132M 15.17% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,321,411 $131M 4.9% +30,820 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,271,394 $130M 0.25% +105,022 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,225,954 $128M 30.23% -29,579 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,110,653 $123M 0.02% -35,371 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,066,683 $121M 0.23% -106,541 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,031,043 $120M 22.76% -32,545 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,028,721 $120M 37.35% -12,114 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 2,939,529 $116M 2.77% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,939,529 $116M 2.39% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,905,716 $115M 44.02% +86,318 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,901,645 $115M 19.8% -62,960 13F-HR 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 2,826,409 $112M 6.7% -1,199,323 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,801,085 $111M 25.29% +23,959 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,749,527 $109M 0.51% +190,753 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,731,780 $108M 19.56% +8,093 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,725,874 $108M 15.54% +246,950 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,660,860 $105M 26.46% +8,985 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,606,340 $103M 15.9% +162,163 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,582,955 $102M 39.97% +30,834 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,558,844 $101M 1.2% -503,620 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,554,389 $101M 33.18% +38,512 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,487,016 $98.5M 13.57% -163,908 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,484,271 $98.4M 0.36% -630,366 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 2,420,584 $95.8M 39.3% -16,587 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,417,020 $95.7M 0.07% +74,076 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,403,802 $95.2M 3.48% +161,487 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 2,383,883 $94.4M 31.74% +885,247 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,333,788 $92.4M 7.46% -47,534 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,333,207 $92.4M 24.21% +171,339 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,308,426 $91.4M 13.91% +86,234 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,288,888 $90.6M 0.18% -24,098 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,287,320 $90.6M 24.91% +224,411 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,259,558 $89.5M 4.93% +167,430 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,258,961 $89.4M -26,659 Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,225,592 $88.1M 23.88% -35,495 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,180,942 $86.3M 22.09% -113,549 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,173,247 $86M 13.31% +47,544 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,170,862 $85.9M 35.3% -6,174 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,121,369 $84M 17.02% +71,881 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,085,651 $82.6M 37.44% +57,891 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,054,917 $81.4M 3.83% -19,234 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,033,971 $80.5M 45.47% -1,311 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,030,499 $80.4M 25.67% +55,622 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,968,050 $77.9M 42.47% +25,540 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,953,753 $77.3M 29.04% +121,554 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,921,660 $76.1M 7.77% -148,446 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,905,792 $75.5M 22.41% +84,970 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,887,933 $74.7M 2.76% -40,407 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,874,718 $74.2M 26.69% +108,759 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,861,113 $73.7M 0.08% +462,428 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,848,865 $73.2M 43.51% -6,452 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,833,381 $72.6M 13.97% +30,752 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,819,746 $72M 0.47% -17,225 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,815,402 $71.9M 46.7% +93,070 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,799,605 $71.2M 1.08% -44,308 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,799,272 $71.2M 19.58% +10,773 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,787,342 $70.8M 21.36% -22,115 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,739,921 $68.9M <0.01% +4,460 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 1,723,318 $68.2M 17.92% -20,778 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,714,096 $67.9M 2.95% +230,979 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,702,126 $67.4M 18.17% +89,196 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,692,313 $67M 38.46% -1,966 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,684,338 $66.7M 43.44% +30,506 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,647,505 $65.2M 19.88% -23,526 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,641,700 $65M 16.31% -58,387 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,615,975 $64M 0.47% +54,624 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,598,205 $63.8M 2.42% +1,370,784 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,600,389 $63.4M 11.74% +477,461 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,600,324 $63.4M 0.25% -33,723 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,584,561 $62.7M 18.93% +19,321 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,582,714 $62.7M 1.18% -122,681 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,580,617 $62.6M 25.52% +58,805 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,579,638 $62.5M 0.82% +880,512 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,549,891 $61.4M 25.84% +28,110 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 1,548,995 $61.3M +22,048 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,544,016 $61.1M 1.09% -19,661 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,528,980 $60.5M 8.17% +22,952 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,507,675 $59.7M 0.03% +378,063 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,475,990 $58.4M 4.14% -23,474 13F-HR/A Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,418,804 $56.2M 8.63% +59,187 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,409,282 $55.8M 18.29% +249,934 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 1,380,842 $54.7M 21.36% -34,596 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,377,498 $54.5M 0.01% -5,928 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,375,525 $54.5M 0.28% 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,375,265 $54.4M 13.48% +77,225 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,372,781 $54.3M 24.1% +97,874 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,364,046 $54M 15.83% -19,433 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 1,351,505 $53.5M 20.59% +25,063 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,348,728 $53.4M 16.7% +46,354 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,326,179 $52.5M 3.06% -275,273 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,306,938 $51.7M 11.29% +43,633 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,289,418 $51M 8.21% -21,705 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,261,235 $49.9M 7.86% -10,732 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,249,821 $49.5M 24.2% -13,800 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,247,673 $49.4M 9.87% -7,984 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,235,099 $48.9M 16.88% -3,390 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,216,820 $48.2M 36.22% 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,178,091 $46.6M 29.56% +4,924 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,174,084 $46.5M 14.57% -16,939 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,171,454 $46.4M 18.93% +9,129 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,157,544 $45.8M 7.38% -15,469 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,132,662 $44.8M 17.69% +50,743 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,131,138 $44.8M 13.59% -30,678 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,123,490 $44.5M 24.9% +36,408 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,123,240 $44.5M 31.53% +4,300 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,094,430 $43.3M 0.3% +7,410 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,070,079 $42.4M 15.16% -10,794 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,037,532 $42.2M 21.89% +28,830 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,058,653 $41.9M 9.79% +24,380 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,050,100 $41.6M 12.58% +20,516 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,044,688 $41.4M 23.45% +203,803 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,042,266 $41.3M 0.44% +435,823 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 1,034,677 $41M 35.94% 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 1,032,484 $40.9M 10.87% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,032,480 $40.9M 4.47% +221,248 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,021,161 $40.4M 20.12% +133,807 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,014,430 $40.2M 0.11% -488,826 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 985,172 $39M 13.95% +70,754 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 982,386 $38.9M 29.95% +6,438 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 978,602 $38.7M 0.09% +21,791 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 970,963 $38.4M 15.16% +37,244 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 969,697 $38.4M 2.51% +35,598 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 955,750 $37.8M 14.8% -61,354 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 954,564 $37.8M 1.65% -18,207 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 946,601 $37.5M 15.31% +123 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 945,085 $37.4M 15.18% -10,755 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 940,985 $37.3M 21.37% +2,216 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 938,620 $37.2M 34.11% 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 934,536 $37M 9.88% +5,775 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 932,059 $36.9M 19.58% 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 930,471 $36.8M 8.79% -1,299 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 930,282 $36.8M 6.66% +11,671 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 917,707 $36.3M 6.33% +461,029 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 907,983 $35.9M 3.91% -16,139 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 899,072 $35.6M 22.81% +24,161 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 896,946 $35.5M 2.42% +60,481 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 862,871 $35M 0.86% -18,422 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 875,107 $34.6M 4.01% +5,567 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 854,456 $33.8M 20.75% +34,474 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 852,380 $33.7M 10.37% +42,200 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 845,890 $33.5M 4.2% +99,254 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 839,263 $33.2M 0.06% -2,714 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 827,986 $32.8M 0.04% -8,359 13F-HR Timeline Group Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 815,566 $32.3M 18.23% +79,295 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 809,294 $32M 22.65% -19,150 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 807,793 $32M 0.43% -1,372 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.