MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 30,896,623 $858M 1.97% +3,487,062 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,558,301 $765M -1,966,999 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,228,081 $451M 7.46% -123,163 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,319,608 $175M 11.77% +188,462 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,183,343 $144M +2,211,408 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,171,216 $144M 0.19% +295,446 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,743,178 $132M 16.19% -172,346 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,102,611 $114M 3.84% +598,527 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,887,132 $108M 10.89% +80,682 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,407,578 $94.6M +282,584 Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,380,038 $93.9M 16.11% +102,007 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,305,066 $92M 0.4% +2,815 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,209,046 $89.1M 16.67% +103,904 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,254,844 $86.7M 2.97% +452,415 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,967,603 $82.4M 9.62% +51,971 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,771,687 $77M 0.03% +376,397 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,505,201 $69.6M 5.38% +300,325 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,457,368 $68.2M 13.48% +30,454 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 2,269,446 $63M 56.73% +96,373 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,194,800 $60.9M 8.37% -5,071 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. 2,191,454 $60.9M 1.31% +49,158 13F-HR Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,128,595 $59.1M 18.9% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,117,644 $58.8M 4.77% +148,246 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,064,742 $57.3M 0.7% +100,865 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 2,039,608 $56.6M 18.2% +35,924 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,028,577 $56.3M 6.67% +521,195 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,002,590 $55.6M 1.51% -20,078 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,948,617 $54.1M 11.74% +181,850 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,895,937 $52.7M 0.62% +52,292 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,822,674 $50.6M 1.62% +126,525 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,775,942 $49.3M 8.41% +5,114 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,741,130 $48.4M 1.17% -10,683 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,741,130 $48.4M 0.99% -10,683 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,672,274 $46.4M 0.09% +7,420 13F-HR Timeline Group Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,607,348 $44.6M 13.94% +93,023 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,562,523 $43.4M 15.91% +59,619 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,523,384 $42.3M 5.33% -2,779 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,447,420 $40.2M 9.53% +83,028 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,445,557 $40.1M 0.1% +137,628 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,430,154 $39.7M 4.05% +55,085 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,429,530 $39.7M 0.09% -34,993 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,395,395 $38.8M 2.52% -34,406 13F-HR/A Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,357,717 $37.7M 11.27% +281,608 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,305,257 $36.2M 0.31% -686,128 13F-HR/A Timeline Group Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,302,412 $36.2M 16.67% +16,821 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,278,509 $35.5M 10.05% +126,804 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,276,581 $35.5M 4.71% +33,824 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,274,641 $35.4M 13.58% +23,559 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,260,622 $35M 0.05% +930 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,198,690 $34.7M 3% -356,253 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 1,235,736 $34.3M 10.27% +32,461 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,190,630 $33.1M 0.06% +13,564 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,183,390 $32.9M 0.85% +153,570 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,173,160 $32.6M 12.41% -21,890 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,151,931 $32M 8.61% -17,541 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,130,609 $31.4M 13.49% +73,346 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/ 1,127,386 $31.3M <0.01% +31,109 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,081,724 $30M 8.72% +133,841 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,081,377 $30M 0.18% -148,203 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 1,071,152 $29.8M 2.35% +66,730 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,054,437 $29.3M 23.49% +32,994 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,020,922 $28.4M 3.94% +163,335 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,008,907 $28M 5.7% +70,514 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 998,355 $27.7M 3.85% -173,345 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 956,922 $26.6M 8.32% +93,429 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 946,021 $26.3M 11.68% -179,267 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 937,941 $26M 13.55% +35,714 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 929,304 $25.8M 9.38% +67,659 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 920,626 $25.6M 9.01% -8,109 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 908,780 $25.2M 1.87% +52,562 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 888,675 $24.7M 2.07% -9,392 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 866,706 $24.1M 4.09% +17,517 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 860,660 $23.9M 0.19% +749,724 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 857,003 $23.8M 4.68% +58,419 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 822,060 $22.8M 0.83% +45,489 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 817,320 $22.7M 9.18% +68,549 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 859,197 $22.6M 9.25% +184,527 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 810,118 $22.5M 7.56% +50,678 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 808,127 $22.4M 1.45% +49,921 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 794,397 $22.1M 1.41% -3,496 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 778,838 $21.6M 4.52% +389,122 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 769,415 $21.4M 1.33% +61,351 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 741,577 $20.6M 1.69% +44,926 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 740,648 $20.6M 1.46% +38,886 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 734,806 $20.4M 0.55% +615,097 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 723,324 $20.1M 4.44% +10,756 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 720,999 $20M 4.75% +98,245 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 714,038 $19.8M 0.29% +372,609 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 702,440 $19.5M 17.06% -138,054 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 681,106 $19.5M 3.9% -50,299 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 653,005 $19.1M 3.17% +50,736 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 674,220 $18.7M 7.81% +24,490 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 673,148 $18.7M 7.48% -21,826 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 672,939 $18.7M 8.86% +77,050 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 666,939 $18.5M 18.51% 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 655,651 $18.2M 13.5% +13,531 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 635,199 $17.6M <0.01% +29,322 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 633,109 $17.6M 3.93% +42,392 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 632,241 $17.6M 16.65% +6,879 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 628,369 $17.4M 0.69% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 616,779 $17.1M 2.44% +22,471 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 607,618 $16.9M 7.16% +3,417 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 606,414 $16.8M 6.21% +6,754 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 590,521 $16.4M 3.39% +2,186 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 587,080 $16.3M 8.14% +20,719 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 561,789 $15.6M 3.28% +24,345 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 499,121 $14.6M 0.48% +54,900 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 521,889 $14.5M 4.04% +39,609 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 521,463 $14.5M 5.96% +32,746 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 520,887 $14.5M 10.92% +15,103 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 510,546 $14.2M 0.01% +9,361 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 505,020 $14M 2.68% +1,439 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 499,425 $13.9M 5.4% -19,150 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 494,656 $13.7M 10.24% +48,925 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 489,550 $13.6M 4.31% +56,805 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 476,033 $13.3M 9.52% +7,520 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 463,493 $12.9M 0.31% -147,380 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 462,375 $12.8M 8.13% +27,195 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 458,457 $12.7M 9.98% +60,048 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 455,461 $12.6M 0.5% new 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 454,985 $12.6M 6.2% -15,101 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 447,397 $12.4M 2.59% +3 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 445,971 $12.4M 2.33% +38,688 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 442,926 $12.3M 8.61% -13,033 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 436,441 $12.1M 2.03% +33,212 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 434,148 $12.1M 9.54% +24,575 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 432,978 $12M 3.81% +24,259 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 431,916 $12M 2.11% +40,321 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 430,656 $12M 5.12% +97,999 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 429,692 $11.9M 3.34% -18,691 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 415,468 $11.6M 6.3% +29,367 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 413,478 $11.5M 3.17% -5,996 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 408,592 $11.3M 4.63% +36,237 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 402,239 $11.2M 10.01% +20,381 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 400,614 $11.1M 0.45% -40,755 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 398,394 $11.1M 3.22% +596 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 398,154 $11.1M 5.84% -9,756 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 391,860 $10.9M 3.41% +8,026 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 391,166 $10.9M 1.09% -10,892 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 388,320 $10.8M 6.42% +17,172 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 387,987 $10.8M 5.72% +38,565 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 381,438 $10.6M 0.12% +19,635 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 377,546 $10.5M 0.02% +69,561 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 375,608 $10.4M 5.26% +23,775 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 368,069 $10.2M 6.64% +1,411 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 366,945 $10.2M 5.61% -2,698 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 361,686 $10M 8.9% +8,040 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 347,988 $9.66M 4.86% +18,315 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 345,956 $9.61M 0.53% +161,600 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 342,954 $9.52M 5.75% +1,784 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 336,147 $9.33M 9.64% -1,322 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 334,443 $9.29M 7.99% +3,560 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 325,826 $9.05M 6.97% +23,669 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 320,237 $8.89M 3.93% +75,100 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 313,770 $8.71M 7.41% -10,220 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 311,152 $8.64M 6.71% +1,777 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 307,662 $8.54M 2.67% +28,401 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 304,523 $8.46M 0.53% -2,198 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 302,898 $8.43M 1.12% +23,267 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 302,611 $8.4M 4.53% +22,648 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 302,036 $8.39M 5.6% +5,956 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 296,597 $8.25M 0.21% +93,701 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 293,661 $8.15M 5.12% -9,115 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 271,258 $7.53M 1.37% +2,081 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 265,688 $7.38M 0.07% +39,712 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 265,688 $7.38M 0.07% +39,712 13F-HR/A Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 265,105 $7.36M 5.65% +211,695 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 263,881 $7.33M 3.51% +77,061 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 250,322 $6.95M 0.02% +8,956 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 250,119 $6.95M 3.82% +1,468 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 242,656 $6.74M 0.65% +5,498 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 236,333 $6.56M 0.02% +7,268 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 235,692 $6.55M 0.01% +5,109 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 234,523 $6.51M <0.01% +1,718 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 224,179 $6.22M 2.46% +29,547 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 216,804 $6.02M 4.81% +317 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 216,754 $6.02M +43,757 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 216,625 $6.02M 0.01% -121,766 13F-HR/A Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 216,604 $6.02M 2.53% +10,012 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 214,624 $5.96M 3.66% +31,945 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 210,925 $5.86M <0.01% +13,451 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 183,046 $5.08M 1.55% -37,672 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 169,828 $4.99M 2.6% -325 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 179,404 $4.98M 2.46% +10,420 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 176,572 $4.9M 0.01% +111,989 13F-HR Timeline Group JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 176,343 $4.9M 4.2% +20,039 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 171,840 $4.77M 1.36% +11,258 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 162,617 $4.52M 1.42% -1,454 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 160,478 $4.46M 2.17% -10,198 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 160,340 $4.45M 2.94% +8,441 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 156,226 $4.34M 2.89% +37,568 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 156,085 $4.33M 2.06% -10,584 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 152,991 $4.25M 0.57% -30,658 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 150,496 $4.18M 0.58% -3,935 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 150,000 $4.17M 0.26% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 148,845 $4.13M 3.18% -16,004 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 145,088 $4.03M 5.14% -1,357 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 142,241 $3.95M 0.96% +11,012 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 140,312 $3.9M 0.01% -3,689 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 137,255 $3.81M 0.17% -2,619 13F-HR Timeline