MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,897,862 $1.14B 1.91% +3,160,792 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,549,684 $543M 7.43% +572,083 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,155,946 $202M 11.71% +9,785 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,099,084 $167M 0.19% +11,978 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,803,836 $158M -23,982,443 Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,344,885 $142M 14.69% -362,327 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,290,310 $141M 4.01% +134,923 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,947,017 $130M 2.89% +300,396 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,845,476 $126M 10.81% +2,635 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,669,151 $120M +56,161 Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,543,809 $116M 10.56% -53,821 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,410,893 $112M 16.01% +31,811 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,239,940 $106M 16.06% +40,338 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,152,361 $103M +119,297 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,057,961 $100M 0.03% +188,750 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,879,047 $94.4M 0.36% -130,626 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,711,685 $88.9M 5.87% +165,186 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,660,699 $87.3M 4.23% +249,775 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,533,186 $83.1M 13.58% +90,817 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,497,373 $81.9M 1.74% +219,739 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,453,225 $80.4M 0.63% +190,179 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,383,895 $78.2M 0.66% +2,269,502 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,377,033 $77.9M 5.24% +122,906 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,208,121 $72.4M 18.46% +99,421 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,202,540 $72.2M 2.27% +582,439 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 2,202,155 $72.2M 56.64% -33,415 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,136,039 $70M 12.26% +141,010 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,123,560 $69.6M 6.87% +41,967 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,114,605 $69.3M 1.61% -14,730 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,079,307 $68.2M 16.34% -147,811 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,038,497 $66.8M 8.15% -8,993 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,964,252 $64.4M 1.54% +80,341 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,928,952 $63.3M 0.65% +16,473 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,922,260 $63M 0.1% +16,169 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,840,676 $60.4M 4.82% -68,417 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for von Borstel & Associates, Inc. 1,366,821 $45.5M 6.98% +40,010 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,329,025 $43.6M 9.68% +22,080 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,316,309 $43.2M 0.06% +20,021 13F-HR Timeline Group Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,311,820 $43M 18.25% -7,981 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,282,293 $42M 4.58% +80,339 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,281,470 $42M 4.59% +35,322 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,252,178 $41.2M 9.62% +136,567 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,229,943 $40.3M 0.77% -1,229,371 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,221,335 $40M 13.93% +2,761 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,218,908 $40M 13.39% -18,389 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/ 1,207,742 $39.6M <0.01% +69,587 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,200,000 $39.3M 0.05% +426,906 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,181,348 $38.7M 0.24% +99,263 13F-HR/A Timeline Group RS CRUM INC. 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Prosperity Capital Advisors 1,147,403 $37.6M 2.18% +49,323 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,105,946 $36.3M 24.24% +48,364 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,081,702 $35.5M 2.01% +29,062 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,073,034 $35.2M 10.75% +2,988 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,068,133 $35M 12.33% +58,494 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,063,336 $34.9M 9.92% +57,743 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,054,080 $34.6M 5.22% +67,150 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,044,192 $34.2M 13.85% +64,431 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. 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More: the full row for Woodward Financial Advisors, Inc. 769,011 $25.2M 9.61% +54,352 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 755,336 $24.8M 1.79% +15,564 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 739,834 $24.3M 0.51% +11,420 13F-HR Timeline Group One Degree Advisors Inc More: the full row for One Degree Advisors Inc 718,878 $23.6M 7.23% +12,649 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 701,565 $23M 7.74% +10,847 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 696,745 $22.8M 3.65% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 696,745 $22.8M 3.65% 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 677,976 $22.2M 16.1% +36,311 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 671,017 $22M 0.2% +261,297 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 657,384 $21.6M 4.15% -750 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 655,820 $21.5M 6.92% -7,101 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 651,747 $21.4M 4% +40,112 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 639,751 $21M 18.38% -31,260 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 627,529 $20.6M 13.44% -13,165 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 627,173 $20.6M 0.97% +15,995 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 609,190 $19.9M 2.33% +1,682 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 601,477 $19.7M 5.11% +242,193 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 598,683 $19.6M 5.4% +56 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 595,070 $19.5M <0.01% -162 13F-HR/A Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 587,467 $19.3M 10.29% +25,768 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 584,852 $19.2M 3.62% +4,575 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 575,413 $18.9M 3.43% +11,119 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 568,889 $18.6M 0.03% +69,048 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 562,653 $18.4M 6.27% +71,892 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 562,437 $18.4M 0.15% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 553,018 $18.4M 0.48% +23,732 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 554,456 $18.2M 7.35% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 546,161 $17.9M 5.84% +33,553 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 539,287 $17.7M 8.51% +16,263 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 518,588 $17M 0.13% +24,323 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 517,751 $17M 10.66% +17,808 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 517,078 $17M 0.01% -3,207 13F-HR Timeline Group Vestment Financial LLC More: the full row for Vestment Financial LLC 504,407 $16.6M 9.48% +13,475 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 492,982 $16.2M 10.67% +17,087 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 489,961 $16.1M 3.25% +29,546 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 481,794 $15.8M 7.64% +29,027 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 474,540 $15.6M 2.12% +2,022 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 472,633 $15.5M 2.48% +25,320 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 471,529 $15.5M 2.18% -3,128 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 465,170 $15.3M 6.21% +22,618 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 458,435 $15M 6.06% +13,507 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 450,521 $14.8M 8.37% +4,887 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 443,046 $14.5M 6.83% +18,187 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 437,732 $14.4M 4.76% -21,581 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 437,726 $14.4M 8.32% +47,689 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 435,997 $14.3M 1.15% +15,469 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 435,390 $14.3M 0.57% +45,727 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 435,134 $14.3M 2.6% +3,911 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 424,964 $13.9M 7.15% +38,378 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 423,170 $13.9M 9.15% +23,194 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 420,989 $13.8M 3.34% -7,960 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 417,646 $13.7M 9.3% +9,583 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 410,135 $13.4M 9.89% +14,989 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 408,719 $13.4M 3.75% +27,168 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 406,880 $13.3M 5.17% +20,911 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 403,952 $13.2M 7.35% +106,640 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 424,558 $13.2M 4.86% +1,611 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 396,602 $13M 4.26% +37,562 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 388,739 $12.7M 3.3% -5,304 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 375,745 $12.3M 0.31% +10,061 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 357,697 $11.7M 0.23% -33,762 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 354,126 $11.6M 2.79% +6,528 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 353,369 $11.6M 4.57% -7,011 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 349,139 $11.4M 0.17% +46,255 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 348,666 $11.4M 0.42% +5,923 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 345,298 $11.3M 4.57% +19,497 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 338,706 $11.1M 4.85% +5,829 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 337,371 $11.1M +213,405 Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 336,878 $11M 8.15% +16,733 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 335,137 $11M 6.01% +5,272 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 334,387 $11M 7.39% +7,547 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 329,436 $10.8M 0.03% +15,455 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 327,221 $10.7M 4.75% -16,494 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 326,151 $10.7M 6.84% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 321,285 $10.5M 1.35% +8,023 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 315,428 $10.3M 7.06% +3,175 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 314,668 $10.3M 0.79% +1,643 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 314,087 $10.3M 4.78% +4,631 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 311,592 $10.2M 4.58% +52,272 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 291,202 $9.55M 0.44% +269,406 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 290,705 $9.53M <0.01% -12,477 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 286,098 $9.38M 0.55% +106,067 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 285,759 $9.37M 1.35% +8,193 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 281,500 $9.31M 0.94% -15,988 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 280,648 $9.2M 5.26% -913 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 279,812 $9.2M 1.44% -6,981 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 277,990 $9.12M 0.5% -18,981 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 252,670 $8.29M 0.01% -517,897 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 249,823 $8.19M 3.16% +37,755 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 249,078 $8.17M 3.46% +46,371 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 244,408 $8.01M 5.32% -23,276 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 234,926 $7.7M 3.72% -10,396 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 232,174 $7.61M 2.44% +7,235 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 230,051 $7.54M 0.44% +18,666 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 227,017 $7.44M 2.74% +5,586 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 226,112 $7.41M 6.05% +12,346 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 226,002 $7.41M +1,431 Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 219,428 $7.2M 3.45% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 217,189 $7.12M 0.1% +152,569 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 212,051 $6.95M 6.79% -4,649 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 193,954 $6.36M 4.51% +5,104 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 188,159 $6.17M 2.03% -16,080 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 185,876 $6.09M 3.21% +22,445 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 184,465 $6.05M 1.36% +6,343 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 180,535 $5.61M 1.91% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 164,613 $5.4M 1.39% +1,641 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 163,723 $5.37M 2.3% -964 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 162,665 $5.33M 0.46% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 162,088 $5.31M 0.54% +1,497 13F-HR Timeline