MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,737,070 $987M 2.22% +840,447 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,786,279 $895M +1,227,978 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,977,601 $497M 7.56% -250,480 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,146,161 $191M 11.67% -173,447 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,087,106 $158M 0.2% -84,110 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,707,212 $146M 16.31% -35,966 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,155,387 $129M 3.92% +52,776 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,842,841 $119M 11.06% -44,291 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,646,621 $113M 3.05% +391,777 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,612,990 $112M +205,412 Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,597,630 $112M 11.77% +630,027 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,379,082 $105M 16.59% -956 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,199,602 $99.5M 16.53% -9,444 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,033,064 $94.3M -2,150,279 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,009,673 $93.6M 0.37% -295,393 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,869,211 $89.2M 0.03% +97,524 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,546,499 $79.2M 5.74% +41,298 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,459,314 $76.5M 1.1% +1,275,924 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,442,369 $75.9M 13.69% -14,999 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,410,924 $74.9M 2.85% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,277,634 $70.8M 1.7% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,263,046 $70.4M 0.65% +198,304 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,254,127 $70.1M 5.09% +136,483 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 2,235,570 $69.5M 56.45% -33,876 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,227,118 $69.2M 16.36% +187,510 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,129,335 $66.2M 1.65% +126,745 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,108,700 $65.6M 18.37% -19,895 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,081,593 $64.7M 6.94% +53,016 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,047,490 $63.7M 8.29% -147,310 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,995,029 $62M 12.28% +46,412 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,912,479 $59.5M 0.66% +16,542 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,909,093 $59.4M 5.22% +478,939 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,906,091 $59.3M 0.1% +233,817 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,883,911 $58.6M 1.59% +61,237 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,768,436 $55M 8.72% -7,506 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,664,622 $51.8M 14.39% +57,274 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,639,165 $51M 1.23% -101,965 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,639,165 $51M 1.03% -101,965 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,620,101 $50.4M 1.74% +1,164,640 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,536,792 $47.8M 16.15% -25,731 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,507,495 $46.9M 5.56% -15,889 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,452,939 $45.2M 0.1% +7,382 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,402,459 $43.6M 9.69% -44,961 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,369,628 $42.6M 0.06% +109,006 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,351,411 $42M 2.5% -43,984 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,326,811 $41.3M 10.89% -30,906 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,319,801 $41M 17.42% +17,389 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 1,317,059 $40.9M 10.97% +81,323 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,306,945 $40.6M 10.08% +28,436 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,296,288 $40.3M 0.06% +105,658 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,246,148 $38.7M 4.58% -30,433 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,237,297 $38.5M 13.83% -37,344 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,218,574 $37.9M 14.3% +87,965 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,201,954 $37.4M 4.6% +181,032 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,147,241 $35.7M 8.55% -4,690 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/ 1,138,155 $35.4M <0.01% +10,769 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,115,611 $34.7M 8.85% +33,887 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,101,769 $34.4M 2.62% -96,921 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 1,098,080 $34.1M 2.23% +26,928 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,082,085 $33.6M 0.24% -223,172 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,070,046 $33.3M 11.72% -103,114 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,061,296 $33M 0.17% -20,081 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,057,582 $32.9M 23.87% +3,145 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,052,640 $32.7M 2.11% +143,860 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,039,916 $32.3M 0.06% -389,614 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,022,873 $31.8M 2.54% +134,198 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,009,639 $31.4M 12.13% +63,618 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,005,593 $31.3M 9.6% +195,475 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 988,968 $30.7M 5.46% +210,130 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 986,930 $30.7M 5.32% -21,977 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 979,761 $30.5M 13.68% +41,820 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 971,570 $30.2M 10.45% +112,373 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 950,789 $29.6M 8.58% -6,133 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 935,184 $29.1M 3.78% -63,171 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 916,623 $28.5M 9.15% -4,003 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 904,540 $28.1M 9.41% -24,764 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 900,070 $28M 5.82% +176,746 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 883,048 $27.5M 4.69% +26,045 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 877,846 $27.3M 20.96% +175,406 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 877,424 $27.3M 9.26% +60,104 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 876,069 $27.2M 0.18% +15,409 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 860,875 $26.8M 7.46% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 860,311 $26.7M 4.36% -6,395 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 822,360 $25.6M 1.42% +52,945 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 821,859 $25.6M 0.86% -201 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 800,475 $24.9M 10.33% +213,395 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 797,682 $24.8M 1.42% -10,445 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 773,094 $24M 0.04% +556,469 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 770,567 $24M 0.03% +534,875 13F-HR/A Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 750,728 $23.3M 1.45% +10,080 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 745,432 $23.2M 1.07% -48,965 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 739,772 $23M 1.79% -1,805 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 728,414 $22.6M 0.52% -6,392 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 714,979 $22.2M 7.82% +41,831 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 714,659 $22.2M 9.15% +41,720 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 706,229 $22M 7.82% +184,766 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 690,718 $21.5M 7.99% +16,498 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 671,011 $20.7M 18.93% +4,072 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 662,921 $20.6M 7.74% +55,303 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 658,134 $20.5M 4.17% +25,025 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 641,665 $19.9M 16.35% +9,424 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 640,694 $19.9M 13.77% -14,957 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 611,635 $19M 3.81% +89,746 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 611,178 $19M 1.04% -17,191 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 607,508 $18.9M 2.41% -9,271 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 598,627 $18.6M 6.18% -7,787 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 595,232 $18.5M <0.01% -39,967 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 580,277 $18M 3.62% -10,244 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 564,294 $17.5M 3.4% +2,505 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 561,699 $17.5M 10.94% +40,812 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 545,840 $17M 0.01% +542,297 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 529,286 $16.9M 0.49% +30,165 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 523,024 $16.3M 8.69% +134,704 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 520,285 $16.2M 0.01% +9,739 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 512,608 $15.9M 4.95% +23,058 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 499,943 $15.5M 10.73% +5,287 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 499,841 $15.5M 0.03% +122,295 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 494,265 $15.4M 0.13% +228,577 13F-HR/A Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 490,932 $15.3M 9.69% +14,899 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 490,761 $15.3M 5.78% +60,105 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 475,895 $14.8M 10.55% +17,438 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 474,657 $14.8M 2.31% -30,363 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 472,518 $14.7M 2.23% +36,077 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 460,415 $14.3M 3.48% +27,437 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 459,313 $14.3M 5.18% -40,112 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 452,767 $14.1M 7.42% -9,608 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 447,313 $13.9M 2.4% +1,342 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 445,634 $13.9M 8.79% +2,708 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 444,928 $13.8M 6.09% -10,057 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 442,552 $13.8M 6.31% +54,565 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 431,223 $13.4M 2.61% -16,174 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 428,949 $13.3M 3.48% -743 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 422,947 $13.1M 4.85% +14,355 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 424,859 $13.1M 6.62% +9,391 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 420,528 $13.1M 1.16% +29,362 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 409,720 $12.7M 0.13% +28,282 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 408,063 $12.7M 10.21% +5,824 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 399,976 $12.4M 10.12% +63,829 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 395,146 $12.3M 9.83% +33,460 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 394,043 $12.3M 3.46% -4,351 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 391,459 $12.2M 0.26% -72,034 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 390,037 $12.1M 8.31% -44,111 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 389,663 $12.1M 0.55% +43,707 13F-HR Timeline Group Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 388,615 $12.1M 2.94% -24,863 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 386,586 $12M 6.99% +18,517 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 385,969 $12M 5.26% +10,361 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 383,759 $11.9M 0.32% +246,607 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 381,551 $11.9M 3.52% -10,309 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 365,684 $11.4M 0.28% -348,354 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 360,380 $11.2M 5.13% -6,565 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 359,284 $11.2M 3.16% +51,622 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 359,040 $11.2M 4.17% +38,803 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 347,598 $10.8M 2.76% -84,318 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 343,715 $10.7M 5.31% -54,439 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 342,743 $10.7M 0.42% -57,871 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 332,877 $10.3M 4.8% -15,111 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 329,865 $10.3M 6.23% -4,578 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 326,840 $10.2M 7.6% new 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 326,151 $10.1M 7.17% +325 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 325,801 $10.1M 4.68% -17,153 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 320,145 $9.95M 8.12% +6,375 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 313,981 $9.76M 0.03% +63,659 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 313,262 $9.74M 1.48% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 313,025 $9.73M 0.84% +70,369 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 312,253 $9.71M 7.24% +1,101 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 309,456 $9.62M 4.81% +6,845 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 303,182 $9.43M <0.01% +92,257 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 302,884 $9.42M 0.19% +6,287 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 297,488 $9.25M 1.06% -5,410 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 297,312 $9.24M 6.32% +32,207 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 296,971 $9.23M 0.56% -7,552 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 286,793 $8.83M 1.57% -394,313 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 281,561 $8.75M 5.38% -20,475 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 277,566 $8.63M 1.39% +6,308 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 267,684 $8.32M 5.05% -25,977 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 260,009 $8.08M 0.01% +83,437 13F-HR Timeline Group Financial Symmetry Inc More: the full row for Financial Symmetry Inc 259,320 $8.06M 4.16% +44,696 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 245,322 $7.63M 3.92% -4,797 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 224,939 $6.99M 2.5% +8,335 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 224,571 $6.98M +7,817 Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 224,264 $6.97M 5.03% +7,460 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 221,431 $6.88M 2.94% -42,450 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 219,442 $6.82M <0.01% -15,081 13F-HR Timeline Group Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 216,700 $6.74M 7.05% +71,612 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 213,766 $6.65M 6.07% 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 212,068 $6.59M 2.91% +113,577 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 211,385 $6.57M 0.42% +139,492 13F-HR Timeline Tilson Financial Group, Inc. 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More: the full row for XY Planning Network, Inc. 180,535 $5.61M 1.91% +24,309 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 180,031 $5.6M 0.35% +128,098 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 178,122 $5.54M 1.38% +6,282 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 172,785 $5.37M 1.44% -10,261 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 165,616 $5.33M 2.55% -4,212 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 164,687 $5.12M 2.38% -14,717 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 163,431 $5.09M 3.17% +32,737 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 162,972 $5.07M 1.42% +355 13F-HR Timeline