MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 36,999,033 $1.28B 1.94% +2,101,171 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,536,165 $570M 7.41% -13,519 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,203,903 $214M 12.06% +47,957 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,125,063 $177M 0.19% +25,979 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,643,073 $160M -160,763 Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,481,545 $154M 9.47% +3,704,401 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,432,470 $153M 4.29% +142,160 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,296,455 $148M 2.93% +349,438 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,170,954 $144M +501,803 Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,874,957 $134M 10.97% +29,481 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,522,998 $121M 11.02% -20,811 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,453,442 $119M 16.54% +42,549 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,437,956 $118M 0.03% +379,995 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,231,015 $111M 4.77% +2,405,892 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,144,903 $108M -7,458 Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,093,543 $107M 3.22% +891,003 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,878,096 $99.2M 4.32% +217,397 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,852,088 $98.3M 6.33% +140,403 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,722,819 $93.8M 5.55% +1,440,526 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,698,604 $93M 0.36% -180,443 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,610,843 $90M 0.76% +157,618 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,559,282 $88.2M 0.62% +175,387 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,499,134 $87.9M 12.97% +1,455,684 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,519,884 $86.8M 5.7% +142,851 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,519,530 $86.8M 13.59% -13,656 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,515,017 $86.7M 1.66% +17,644 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,268,629 $78.2M 19.36% +60,508 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,229,348 $76.8M 12.37% +93,309 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,217,402 $76.4M 9.81% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,187,727 $75.4M 7.01% +64,167 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 2,083,876 $71.8M 55.56% -118,279 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,066,694 $71.2M 16.86% -12,613 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,058,153 $70.9M 1.6% -56,452 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,047,476 $70.6M 0.69% +118,524 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,031,046 $70M 8.33% -7,451 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,019,943 $69.6M 2.57% +55,691 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,961,663 $67.6M 0.11% +39,403 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,890,712 $65.2M 8.24% +74,588 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,849,517 $63.7M 14.52% +122,678 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,791,845 $61.7M 4.48% +1,777,195 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,742,063 $60M 4.48% -98,613 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,594,640 $55M 16.25% +15,613 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,563,546 $53.9M 0.1% +9,866 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 1,502,945 $51.8M 19.61% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,491,106 $51.4M 0.07% +66,460 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,454,948 $50.1M 1.19% -79,832 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,454,948 $50.1M 1.03% -79,832 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,409,479 $48.6M 5.58% 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,401,706 $48.3M 9.94% -6,690 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,391,429 $47.9M 5.22% -96,273 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,389,047 $47.9M 10.53% +136,869 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,386,573 $47.8M 11.2% +19,752 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,378,942 $47.5M 9.98% +49,917 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,304,947 $45M 0.05% -11,362 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,286,300 $44.3M 0.25% +104,952 13F-HR Timeline Group Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,285,788 $44.3M 18.2% -26,032 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,258,671 $43.4M 14.23% +37,336 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,241,985 $42.8M 0.58% +12,042 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/ 1,219,393 $42M <0.01% +11,651 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,217,176 $41.9M 13.69% -1,732 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,180,250 $40.7M 12.44% +112,117 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,180,156 $40.7M 8.13% +19,594 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,170,010 $40.3M 2.35% -230,160 13F-HR/A Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,111,853 $38.3M 5.39% +57,773 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,106,425 $38.1M 10.39% +43,089 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,157,023 $38.1M 3.97% -124,447 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,100,743 $37.9M 2.02% +19,041 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,083,619 $37.3M 14.29% +39,427 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,079,270 $37.2M 8.9% +68,829 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,064,522 $36.7M 23.83% -41,424 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,048,537 $36.1M 10.59% -24,497 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,037,753 $35.8M 9.83% +318,875 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,010,777 $34.8M 5.6% -1,896 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,007,498 $34.7M 9.55% +122,962 13F-HR Timeline American Trust More: the full row for American Trust 1,000,934 $34.5M 2.9% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 994,005 $34.3M 9.24% +44,403 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 969,014 $33.4M 6.43% +20,672 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 964,157 $33.2M 8.59% +8,854 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 962,556 $33.2M 0.06% -76,353 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 949,329 $32.7M 19.8% +50,334 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 940,566 $32.4M 5.01% +28,519 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 937,782 $32.3M 9.4% -55,387 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 928,567 $32M 11.5% +67,127 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 881,044 $31.5M 2.04% -53,406 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 853,359 $31.1M 1.06% +10,143 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 892,518 $30.8M 0.96% +42,410 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 883,508 $30.4M 9.33% +80,395 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 863,782 $29.8M 8.64% +2,377 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 845,357 $29.1M 15.45% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 834,193 $28.7M 4.47% +3,238 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 804,345 $27.7M 0.81% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 799,589 $27.6M 1.49% +14,380 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 791,288 $27.3M 1.85% +35,952 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 774,424 $26.7M 3.84% +77,679 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 772,528 $26.6M 9.65% +218,072 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 772,049 $26.6M 9.96% +3,038 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 757,905 $26.1M 0.51% +18,071 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 740,371 $25.5M 0.03% +487,701 13F-HR/A Timeline Group HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 728,285 $25.1M 7.71% +26,720 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 710,093 $24.5M 5.99% +108,616 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 694,771 $23.9M 2.63% -165,259 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 675,961 $23.3M 16.31% -2,015 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 675,611 $23.3M 4.23% +23,864 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 673,660 $23.2M 0.12% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 664,687 $22.9M 0.84% +37,514 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 661,084 $22.8M 4.18% +3,700 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 650,921 $22.4M 7.16% +88,268 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 640,645 $22.1M 0.03% +71,756 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 639,384 $22M 0.26% -31,633 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 636,517 $21.9M 0.08% -240,745 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 625,141 $21.5M 13.65% -2,388 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 623,402 $21.5M 18.37% -16,349 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 618,801 $21.3M 2.34% +9,611 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 613,176 $21.1M 0.28% +395,987 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 582,498 $21.1M 0.52% +29,480 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 610,982 $21.1M 10.04% +23,515 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 607,334 $20.9M <0.01% +12,264 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 596,277 $20.5M 5.49% -2,406 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 586,817 $20.2M 3.7% +11,404 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 584,642 $20.1M 3.68% -210 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 579,045 $20M 0.15% +16,608 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 570,925 $19.7M 1.18% -576,478 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 564,385 $19.4M 8.97% +25,098 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 560,466 $19.3M 6.04% +14,305 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 540,491 $18.6M 0.01% +249,786 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 681,609 $18.3M 6.37% +25,789 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 530,462 $18.3M 11.02% +12,711 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 529,713 $18.3M 2.29% +55,173 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 510,305 $18.1M 9.37% +5,898 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 522,080 $18M 0.01% +5,002 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 518,990 $17.9M 7.93% +37,196 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 517,431 $17.8M 10.94% +24,449 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 487,547 $17.4M 8.86% +49,821 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 505,727 $17.4M 0.13% -12,861 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 503,801 $17.4M 2.64% +31,168 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 501,885 $17.3M 3.77% +11,924 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 497,943 $17.2M 6.77% +32,773 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 482,491 $16.6M 4.36% +73,772 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 478,664 $16.5M 2.87% +298,129 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 478,570 $16.5M 0.61% +43,180 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 476,867 $16.4M 1.27% +40,870 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 476,788 $16.4M 7.63% +51,824 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 463,250 $16M 6.14% +4,815 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 453,246 $15.6M 8.48% +2,725 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 448,847 $15.5M 6.92% +5,801 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 444,307 $15.5M 5.13% +19,749 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 448,114 $15.4M 1.99% -23,415 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 441,976 $15.2M 9.97% +18,806 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 439,934 $15.2M 0.85% +209,883 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 435,139 $15M 2.46% +5 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 435,114 $15M 9% +17,468 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 423,675 $14.6M 3.49% +2,686 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 419,674 $14.5M 4.53% -18,058 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 414,203 $14.3M 4.53% +17,601 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 412,996 $14.2M 5.09% +6,116 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 410,063 $14.1M 0.04% +80,627 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 408,247 $14.1M 7.52% +4,295 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 394,752 $13.6M 9.85% -15,383 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 388,541 $13.4M 6.01% +169,113 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 387,317 $13.3M 3.1% +33,191 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 386,668 $13.3M 0.14% +37,529 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 377,830 $13M 3.27% -10,909 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 377,523 $13M 0.48% +28,857 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 374,714 $12.9M 6.78% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 361,461 $12.5M 0.3% -14,284 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 359,709 $12.4M 5.06% +48,117 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 350,678 $12.1M 0.7% +64,580 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 349,938 $12.1M +12,567 Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 349,902 $12.1M 6.09% +14,765 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 348,852 $12M 8.34% +11,974 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 346,774 $11.9M 7.38% +12,387 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 344,807 $11.9M 2.77% -491 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 344,756 $11.9M 5.04% +6,050 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 342,663 $11.8M 4.08% -10,706 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 335,989 $11.6M 1.34% +14,704 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 325,690 $11.5M 7.56% +10,262 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 331,091 $11.4M 11.59% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 316,017 $10.9M 0.9% +1,349 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 315,520 $10.9M 0.21% -42,177 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 312,060 $10.8M 4.67% -2,027 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 311,501 $10.7M 1.44% +25,742 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 311,456 $10.7M 4.63% -15,765 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 306,239 $10.6M 1.96% +275,991 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 297,580 $10.3M 9.61% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 297,275 $10.2M 0.33% +6,073 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 296,729 $10.2M 6.17% -29,422 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 287,357 $10.1M 0.96% +5,857 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 288,048 $9.93M 3.53% +38,225 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 281,572 $9.7M 5.43% +924 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 264,632 $9.3M 1.37% -15,180 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 268,155 $9.24M 0.48% -9,835 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 262,772 $9.06M 8.44% 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 260,783 $8.99M 3.55% +11,705 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 245,966 $8.48M 5.25% +1,558 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 238,290 $8.21M 6.39% +12,178 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 236,787 $8.16M 2.52% +4,613 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 236,238 $8.14M 2.88% +9,221 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 234,159 $8.07M 1.21% +154,780 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 232,910 $8.03M 3.64% -2,016 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 228,750 $7.88M 3.72% +42,874 13F-HR Timeline