MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,492,937 $1.55B 1.91% +3,031,526 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,467,379 $614M 7.88% +245,205 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,091,469 $227M 11.72% +35,920 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,961,527 $222M 0.05% +526,069 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,096,163 $190M +866,644 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,973,487 $185M 4.48% +187,194 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,772,870 $179M 2.53% +220,410 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,494,230 $167M 9.28% +27,760 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,329,141 $161M 0.15% +12,600 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,217,089 $157M 13.79% -17,370 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,967,115 $148M 10.38% +79,657 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,963,122 $148M 0.03% +452,350 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,901,958 $145M 3.55% +403,120 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,639,850 $136M 10.86% +124,794 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,603,650 $134M 15.28% +148,175 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,426,017 $128M +148,320 Timeline MASECO LLP More: the full row for MASECO LLP 3,391,403 $126M 3.55% +222,879 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,184,052 $119M 4.67% -43,560 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,132,068 $117M 0.2% +3,127,764 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,983,850 $111M 5.67% +154,351 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,957,764 $110M 0.69% new 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,662,339 $99.2M 1.69% +200,895 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,581,098 $96.2M 0.45% -15,061 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,570,590 $95.8M 0.28% -32,432 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,513,803 $93.7M 0.06% -212,716 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,464,885 $91.8M 6.73% -146,474 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,461,908 $91.7M 5.77% +53,127 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,380,785 $88.7M 19.58% +104,927 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,362,665 $88M 13.06% -156,422 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,349,813 $87.6M 7.11% +162,634 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,342,238 $87.3M 12.2% +81,341 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,226,505 $83M 9.63% +25,869 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,222,157 $82.8M 1.54% +143,532 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,207,216 $82.2M 3.57% +36,783 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,176,295 $81.1M 0.68% +102,286 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 2,149,853 $80.1M 14.26% +193,294 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,069,299 $77.1M 8.39% +112,894 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,037,905 $75.9M 16.55% +8,172 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,025,737 $75.5M 7.7% -13,536 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,976,543 $73.6M 4.6% +114,001 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,908,635 $71.1M 0.1% -59,171 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,772,707 $66.1M 4.18% -1,485 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,673,458 $62.4M 0.18% +425,678 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,669,988 $62.2M 0.11% +86,187 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 1,642,156 $61.2M 19.41% +180,332 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,639,559 $61.1M 1.28% -319,604 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,635,060 $60.9M 0.08% +52,718 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,627,486 $60.6M 1.15% +78,456 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,627,486 $60.6M 1.01% +78,456 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,621,451 $60.4M 0.57% -115,523 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,614,612 $60.2M 5.71% +98,456 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,583,340 $58.9M 10.91% +163,920 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,536,506 $57.3M 15.37% -34,147 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 1,523,973 $56.8M 56.14% -391,850 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,520,708 $56.7M 9.62% +125,061 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/ 1,498,356 $55.8M <0.01% +34,379 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,417,906 $52.8M 12.87% +76,849 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,409,468 $52.5M 0.06% +19,705 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,396,977 $52.1M 9.53% +35,718 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,387,635 $51.7M 5.11% +2,602 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,365,950 $50.9M 10.43% +47,901 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,303,889 $48.6M 13.66% +30,643 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,277,289 $47.6M 17.64% +16,034 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,269,845 $47.3M 0.23% +572,546 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,238,480 $46.1M 5.42% +96,457 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,233,817 $46M 13.14% -16,769 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,215,184 $45.3M 8.49% +52,257 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,186,703 $44.2M 12.33% +26,780 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,184,642 $44.1M 9.83% +62,584 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,161,091 $43.3M 1.98% +9,942 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,146,900 $42.7M 10.15% +25,988 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,139,283 $42.4M 9.06% +42,493 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,136,103 $42.3M 10.07% +73,774 13F-HR Timeline American Trust More: the full row for American Trust 1,134,501 $42.3M 3.26% +45,562 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,124,264 $41.9M 13.91% +51,202 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,074,334 $40M 9.89% +9,938 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,065,523 $39.7M 22.68% +11,485 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,065,016 $39.7M 5.59% +52,084 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,061,732 $39.6M 9.25% +18,225 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,059,460 $39.5M 10.57% +41,575 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,051,864 $39.2M 3.56% -28,242 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 1,051,521 $39.2M 18.34% +81,422 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,049,563 $39.1M 1.05% +81,928 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,021,560 $38.1M 6.25% +39,256 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,020,265 $38M 4.14% +544,023 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,008,819 $37.6M 4.99% +45,019 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 986,763 $36.8M 8.27% +7,205 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 951,573 $35.5M 0.01% +244,763 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 929,846 $34.6M 8.46% +12,946 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 910,165 $33.9M 0.06% -39,719 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 906,068 $33.8M 0.08% +203,946 13F-HR/A Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 879,322 $32.8M 10.95% -21,204 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 876,402 $32.7M 3.36% +53,476 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 875,410 $32.6M 9.08% +2,650 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 853,239 $31.8M 6.61% +76,736 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 850,171 $31.7M 9.82% +54,330 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 833,294 $31M 1.89% +42,667 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 832,574 $31M 3.39% -116,896 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 832,574 $31M 2.07% -114,201 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 827,571 $30.8M 15.18% +27,322 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 820,801 $30.6M 0.9% -41,170 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 818,259 $30.5M 4.34% +12,254 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 805,048 $30M 1.47% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 784,242 $29.2M 1.98% +147,703 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 775,401 $28.9M 0.19% +64,280 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 769,245 $28.7M 9.58% +34,455 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 766,762 $28.6M 4.73% +57,594 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 765,837 $28.5M 16.48% +62,776 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 760,816 $28.3M 7.52% +36,737 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 750,319 $28M 7.17% +6,618 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 731,289 $27.3M 0.03% +381,484 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 725,663 $27M 2.36% -30,230 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 724,427 $27M 0.28% +37,461 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 722,462 $26.9M 8.48% +38,738 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 689,941 $25.7M 0.04% -12,265 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 685,786 $25.6M 0.22% +35,491 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 666,771 $25.5M 1.39% -112,048 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 680,849 $25.4M 0.1% +12,067 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 680,153 $25.3M 1.26% +176,437 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 660,692 $24.6M 0.49% +56,307 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 659,347 $24.6M 9.08% +35,875 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 650,368 $24.2M 0.76% -11,969 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 645,474 $24.1M 0.01% +16,908 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 644,311 $24M 3.56% +9,259 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 635,792 $23.7M 6.61% +489,293 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 628,141 $23.3M <0.01% +30,411 13F-HR Timeline Group New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 625,336 $23.3M 17.6% +28,848 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 621,603 $23.2M 13.09% +3,291 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 611,556 $22.8M 2.04% +47,135 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 603,963 $22.5M 3.66% +10,338 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 587,097 $21.9M 0.16% +13,075 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 586,032 $21.8M 8.24% +12,210 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 584,181 $21.8M 10.8% +58,311 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 577,510 $21.5M 4.99% -3,274 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 575,840 $21.5M 0.06% +25,754 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 574,484 $21.4M 1.98% -46,546 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 571,990 $21.3M 3.6% -6,797 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 569,855 $21.2M 8.07% +71,005 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 566,612 $21.1M 0.4% +16,413 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 566,203 $21.1M 4.29% +16,279 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 563,696 $21M 7.16% +23,327 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 625,867 $21M 8.2% +51,052 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 551,834 $20.6M 10.75% +9,749 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 547,885 $20.4M 2.56% +45,626 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 532,087 $19.8M 10.81% +13,990 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 531,425 $19.8M 6.24% +23,172 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 529,867 $19.8M 8.87% +9,347 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 530,683 $19.8M 2.66% +12,017 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 530,537 $19.8M 2.38% +20,657 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 524,928 $19.6M 0.66% -1,593 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 560,466 $19.3M 6.04% -47,474 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 517,545 $19.3M 0.95% +22,821 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 515,909 $19.2M 1.3% +17,489 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 511,484 $19.1M 7.32% +23,902 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 510,937 $19M 0.15% +25,009 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 502,954 $18.7M 0.15% -4,759 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 497,486 $18.5M 5.28% +20,582 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 496,731 $18.5M 6.24% +58,864 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 481,952 $18M 5.79% +24,207 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 481,020 $17.9M 0.14% -9,478 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 477,389 $17.8M 4.17% +18,576 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 462,375 $17.2M 6.81% +6,443 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 458,556 $17.1M 7.96% +7,333 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 459,720 $17.1M 5.7% +43,648 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 452,923 $16.9M 8.28% +16,711 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 434,237 $16.2M 2.25% -284 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 433,264 $16.1M 3.61% +535 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 424,886 $15.8M 10.97% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 439,135 $15.6M 1.95% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 416,074 $15.5M 4.38% 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 411,589 $15.3M 7.16% -5,510 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 410,189 $15.3M 1.19% +88,653 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 404,315 $15.1M +6,410 Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 403,790 $15M 3.18% +6,209 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 403,078 $15M 4.03% -10,190 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 400,923 $14.9M 0.47% +3,117 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 393,939 $14.7M 0.3% +12,145 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 393,801 $14.7M +31,291 Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 390,303 $14.5M 5.73% +20,405 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 387,103 $14.4M 4.41% +20,194 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 383,536 $14.3M 8.36% +29,084 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 383,094 $14.3M 4.56% +35,223 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 380,560 $14.2M 5.86% +19,994 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 378,366 $14.1M 9.21% -5,900 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 377,439 $14.1M 1.4% -3,606 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 366,947 $13.7M 3.07% -17,060 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 366,371 $13.7M 2.36% +20,216 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 362,790 $13.5M 4.93% +46,812 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 354,625 $13.2M 4.82% +1,546 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 340,885 $12.7M 9.87% +20,305 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 339,783 $12.7M 4.8% -3,550 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 338,219 $12.6M 1.42% +2,657 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 336,621 $12.5M 3.36% -6,031 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 334,078 $12.4M 0.19% +16,551 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 315,415 $11.8M 0.25% +22,478 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 306,958 $11.4M 5.42% +3,108 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 302,523 $11.3M 4.15% +22,932 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 296,104 $11M 6% -220 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 291,608 $10.9M 0.86% +5,413 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 290,849 $10.8M 0.46% -169,240 13F-HR Timeline Group