MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 70,292,321 $2.73B 4.04% +5,934,118 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 60,430,381 $2.35B +1,786,345 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 42,328,643 $1.64B 23.27% +1,259,943 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,506,918 $680M 0.18% -235,428 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 15,724,523 $662M 9.83% +1,809,569 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 13,364,540 $519M 31.65% +111,529 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,268,308 $516M +1,149,798 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,388,275 $481M 2.33% +4,363,314 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 12,077,663 $469M 33.6% +478,929 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,336,005 $419M 11.9% -92,375 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9,231,772 $359M 43.82% +120,004 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 8,696,860 $338M 42.32% +125,891 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,337,551 $324M 0.45% +380,978 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,709,244 $300M 1.22% +1,746,014 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,504,975 $292M 2.29% -17,860 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,838,156 $266M 25.19% +148,780 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,694,957 $260M 14.86% +194,476 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,901,121 $229M 1.22% -74,806 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/ 5,870,993 $228M 0.02% +535,916 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,546,947 $216M 11.61% +66,576 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,433,706 $211M 0.22% -304,383 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,902,914 $199M 17.87% +58,890 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,037,164 $196M 2.17% +247,918 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,952,425 $192M 6.93% +108,604 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,851,503 $189M 17.06% +97,842 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,831,430 $188M 2.25% -16,672 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 4,664,603 $181M 24.65% +407,978 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,611,433 $179M 0.06% +55,020 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,598,713 $179M +114,201 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,461,856 $173M 0.25% +466,400 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,457,997 $173M 12.13% +107,225 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,414,037 $172M 0.27% -226,966 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,205,759 $163M 0.23% -311,984 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,186,049 $163M 2.33% -63,861 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,117,890 $160M 0.19% +353,224 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,046,394 $157M 8.8% +320,259 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,042,822 $157M 25.83% +9,629 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,033,269 $157M 1.53% +93,371 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,991,743 $155M 8.33% -10,472 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,851,225 $150M 1.17% +275,434 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,835,945 $149M 11.92% -129,461 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,814,103 $148M 13.32% +285,292 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,791,506 $147M 31.76% +45,668 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,783,233 $147M 19.47% +38,957 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,762,717 $146M 36.35% +152,796 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,744,102 $145M 19.78% +65,731 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 3,684,951 $143M 34.05% +54,526 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 3,676,377 $143M 59.32% +49,063 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,536,742 $137M 14.73% +199,681 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,515,498 $137M 31.26% +91,210 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,427,113 $133M 0.25% +155,719 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 3,324,162 $129M 2.78% +384,633 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,324,162 $129M 2.41% +384,633 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,263,205 $127M 4.38% -58,206 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,181,539 $124M 29.75% -44,415 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,142,236 $122M 0.97% +583,392 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,108,602 $121M 0.25% +41,919 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,082,266 $120M 21.62% +51,223 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 3,058,573 $119M 44.31% +152,857 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,054,577 $119M 36.37% +25,856 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,019,065 $117M 0.02% -91,588 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,018,682 $117M 15.49% +292,808 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,983,695 $117M 0.26% -1,362,805 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,890,247 $112M 18.5% -11,398 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 2,858,739 $111M 6.32% +32,330 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,851,717 $111M 0.52% +102,190 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,830,509 $110M 21.58% +29,424 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,778,518 $108M +1,401,020 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,760,059 $107M 0.07% +343,039 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,739,860 $106M 18.7% +8,080 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,620,847 $102M 39.16% +37,892 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,599,253 $101M 14.64% -7,087 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,595,688 $101M 31.56% +41,299 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,587,761 $101M +328,800 Timeline New Capital Management LP More: the full row for New Capital Management LP 2,557,586 $99.4M 24.5% -103,274 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,493,127 $96.9M 3.69% +89,325 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,469,701 $96M 26.04% +182,381 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 2,439,644 $94.8M 37.96% +19,060 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 2,382,749 $94.3M 31.74% -1,134 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,380,620 $92.5M 12.7% -106,396 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,362,453 $91.8M 4.87% +102,895 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,333,696 $90.7M 9.55% +733,307 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,310,836 $89.8M 7.95% -22,952 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,299,117 $89.3M 25.07% -2,066,078 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,292,841 $89.1M 0.32% -191,430 13F-HR/A Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,290,135 $89M 22.92% -43,072 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,289,602 $89M 0.18% +714 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,274,675 $88.4M 13.38% -33,751 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,271,718 $88.3M 0.13% -1,345,434 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,261,881 $87.9M 24.77% +36,289 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,255,255 $87.6M 29.3% +301,502 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,210,467 $85.9M 26.13% +179,968 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,190,338 $85.1M 34.53% +19,476 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,189,130 $85.1M 16.3% +67,761 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,184,097 $84.9M 12.8% +10,850 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,175,911 $84.6M 0.04% +668,236 13F-HR Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,031,981 $82.5M 40.24% -1,990 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,112,163 $82.1M 2.57% +398,067 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,042,632 $80.9M 3.92% -12,285 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,026,321 $78.7M 43.7% +58,271 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,022,586 $78.6M 21.71% -158,356 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,958,955 $76.1M 21.99% +53,163 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,938,721 $75.3M 25.52% +64,003 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,895,239 $73.6M 19.32% +95,967 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,877,973 $73M 7.39% -43,687 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,869,418 $72.6M 0.08% +8,305 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,853,241 $72M 14.04% +19,860 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,903,169 $72M <0.01% +163,248 13F-HR/A Timeline Group GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,849,146 $71.9M 33.82% -236,505 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,839,261 $71.5M 46.03% +23,859 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,680,901 $71.3M 25.33% +100,284 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,831,592 $71.2M 0.46% +11,846 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,820,547 $70.7M 18.9% +118,421 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,810,343 $70.3M 21.14% +23,001 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,795,130 $69.8M 42.61% +110,792 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,768,296 $68.7M 1.52% -119,637 13F-HR/A Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,718,842 $66.8M 0.98% -80,763 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,717,802 $66.8M 18.2% -5,516 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,703,919 $66.2M 34.72% +11,606 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,698,938 $66M 39.46% -149,927 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,651,450 $64.2M 19.21% +3,945 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,632,831 $63.5M 15.93% -8,869 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,631,943 $63.4M 0.12% +1,584,747 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,623,989 $63.1M 18.11% +39,428 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,581,883 $61.9M 0.59% +539,617 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,589,897 $61.8M 6.39% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,576,925 $61.3M 8.33% +47,945 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,441,815 $60.9M 17.2% +32,533 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,565,502 $60.8M 25.18% +15,611 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,586,685 $60M 2.17% -11,520 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,536,303 $59.7M 1.08% -7,713 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,520,771 $59.1M 1.12% -61,943 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,516,278 $58.9M 0.73% -63,360 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,507,348 $58.6M 8.71% +88,544 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,507,026 $58.6M 24.56% +134,245 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,492,918 $58M 14.36% +117,653 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,419,268 $55.2M 16.47% +70,540 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,400,761 $54.4M 15.1% +36,715 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,389,678 $54M 0.46% -226,297 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 1,382,077 $53.7M 20.05% +30,572 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,377,960 $53.5M 11.53% +71,022 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,372,177 $53.3M 3.57% -103,813 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,368,036 $53.2M 0.26% -7,489 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,326,887 $51.6M 7.75% +65,652 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,302,301 $50.6M 8.14% +12,883 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,288,252 $50.1M 9.68% +40,579 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,276,183 $49.6M 15.91% +41,084 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,239,464 $48.2M 34.96% +22,644 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,226,668 $47.7M 23.28% -23,153 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,208,315 $47M 31.64% +85,075 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,108,406 $46.7M 21.99% +70,874 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,178,323 $45.8M 28.99% +232 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,175,347 $45.7M 13.89% +1,263 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,167,414 $45.4M 18.06% -4,040 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,139,712 $44.3M 6.84% -17,832 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,136,845 $44.2M 18.28% +4,183 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,125,104 $43.7M 12.15% +75,004 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,123,648 $43.7M 0.32% +596,349 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,109,445 $43.1M 9.18% +50,792 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,087,520 $43.1M 0.28% -6,910 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,103,495 $42.9M 4.64% +71,015 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,093,766 $42.5M 23.91% -29,724 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,087,692 $42.3M 24.15% +43,004 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,081,040 $42M 12.98% -50,098 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,076,380 $41.8M 20.19% +55,219 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,055,204 $41M 13.85% -14,875 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 1,040,681 $40.9M 34.68% +6,004 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,050,727 $40.8M 0.11% +36,297 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,027,815 $39.9M 2.45% +58,118 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,026,409 $39.9M 13.93% +55,446 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,005,870 $39.1M 0.07% +225,061 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,002,720 $39M 13.68% +17,548 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,000,413 $38.9M 6.73% +70,131 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 994,850 $38.7M 33.74% +56,230 13F-HR/A Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 982,700 $38.2M 14.53% +26,950 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 980,912 $38.1M 29.04% -1,474 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 897,015 $37.8M 0.84% +34,144 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 969,768 $37.5M 15% +24,683 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 957,846 $37.2M 1% +288,074 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 956,946 $37.2M 0.72% -592,049 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 950,162 $37.2M 5.94% +32,455 13F-HR Timeline Arcadia Wealth Management, Inc. 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