MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 38,461,411 $1.37B 2.02% +1,462,378 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,222,174 $576M 8.15% -313,991 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 6,055,549 $215M 12.24% -148,354 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,435,458 $193M +792,385 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,552,460 $173M 2.57% +256,005 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,786,293 $170M 4.68% +353,823 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,466,470 $159M 9.67% -15,075 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,316,541 $153M 0.16% -808,522 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,234,459 $150M 14.56% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,229,519 $150M +58,565 Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,887,458 $138M 10.88% +12,501 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,498,838 $131M 3.72% +405,295 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,515,056 $125M 11.3% -7,942 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,510,772 $125M 0.03% +72,816 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,455,475 $123M 16.14% +2,033 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,277,697 $116M +132,794 Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,227,612 $115M 4.93% -3,403 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,168,524 $113M 3.53% +290,428 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,829,499 $101M 5.74% +106,680 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,726,519 $96.9M 0.1% new 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,611,359 $92.8M 6.73% -240,729 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,603,022 $92.5M 0.37% -95,582 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,596,159 $92.2M 0.49% +36,877 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,519,087 $89.5M 13.68% -443 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,461,444 $87.5M 1.64% -53,573 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,408,781 $85.6M 5.99% -111,103 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,275,858 $80.9M 20.02% +7,229 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,260,897 $80.3M 12.4% +31,549 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,200,636 $78.2M 10.1% -16,766 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,187,179 $77.7M 6.98% -548 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,170,433 $77.2M 3.75% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,078,625 $73.9M 1.63% +58,682 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,074,009 $73.7M 0.72% +26,533 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,039,273 $72.5M 8% +8,227 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,029,733 $72.1M 17.35% -36,961 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,967,806 $69.9M 0.11% +6,143 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,959,163 $69.6M 1.55% -98,990 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,956,559 $69.5M 14.63% +107,042 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,956,405 $69.5M 8.49% +65,693 13F-HR Timeline Miramar Fiduciary Corp More: the full row for Miramar Fiduciary Corp 1,915,823 $68.1M 55.8% -168,053 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,862,542 $66.2M 4.84% +70,697 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,774,192 $63M 4.51% +32,129 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,736,974 $61.7M 0.68% +494,989 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,583,801 $56.3M 0.11% +20,255 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,582,342 $56.2M 0.08% +91,236 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,570,653 $55.8M 16.64% -23,987 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,549,030 $55M 1.18% +94,082 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,549,030 $55M 1.03% +94,082 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,516,156 $53.9M 5.77% +106,677 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/ 1,463,977 $52M <0.01% +244,584 13F-HR Timeline Group Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 1,461,824 $52M 19.56% -41,121 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,419,420 $50.4M 10.87% +30,373 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,395,647 $49.6M 9.89% +16,705 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,389,763 $49.4M 0.06% +84,816 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,385,033 $49.2M 5.3% -6,396 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,361,259 $48.4M 9.96% -40,447 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,341,057 $47.6M 13.37% -1,158,077 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,318,049 $46.8M 10.72% -68,524 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,273,246 $45.2M 14.16% +14,575 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,261,255 $44.8M 18.18% -24,533 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,250,586 $44.4M 13.55% +33,410 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,247,780 $44.3M 0.21% -38,520 13F-HR Timeline Group RS CRUM INC. 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More: the full row for Financial Engines Advisors L.L.C. 949,884 $33.7M 0.07% -12,672 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 949,470 $33.7M 4.1% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 946,775 $33.6M 2.44% new 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 916,900 $32.6M 8.93% +53,118 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 861,971 $32.4M 1.04% +8,612 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 900,526 $32M 11.42% -28,041 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 872,760 $31M 9.2% -65,022 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 778,819 $29.7M 1.76% -102,225 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 822,926 $29.2M 3.86% +48,502 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 806,005 $28.6M 4.51% -28,188 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 800,249 $28.4M 14.94% -45,108 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 798,853 $28.4M 1.52% -736 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 795,841 $28.3M 10.16% +23,313 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 790,627 $28.1M 1.89% -661 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 776,503 $27.6M 6.57% +66,410 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 755,893 $26.9M 2.83% +449,654 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 743,701 $26.4M 7.54% +15,416 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 724,079 $25.7M 7.83% +73,158 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 734,790 $25.3M 9.76% -37,259 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 711,121 $25.3M 0.71% -93,224 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 709,168 $25.2M 4.61% +33,557 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 706,810 $25.1M 0.01% +166,319 13F-HR Timeline Group SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 703,061 $25M 16.94% +27,100 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 702,206 $24.9M 0.04% -38,165 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 702,122 $24.9M 0.06% +292,059 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 697,299 $24.8M 0.2% +57,915 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 686,966 $24.4M 0.3% +73,790 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 683,724 $24.3M 8.22% +2,115 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 668,782 $23.8M 0.12% -4,878 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 662,337 $23.5M 0.9% -2,350 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 650,295 $23.1M 0.25% new 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 646,208 $23M 1.63% -523,802 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 636,539 $22.6M 2.31% +17,738 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 635,052 $22.6M 3.84% -26,032 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 604,385 $22.5M 0.5% +21,887 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 628,566 $22.3M 0.02% +106,486 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 623,472 $22.2M 9.49% +12,490 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 621,030 $22.1M 2.34% -73,741 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 618,312 $22M 13.91% -6,829 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 607,940 $21.6M 6.45% +47,474 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 596,488 $21.2M 18.03% -26,914 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 593,625 $21.1M 3.86% +6,808 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 580,784 $20.6M 5.42% -15,493 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 597,730 $20.6M <0.01% -9,604 13F-HR/A Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 578,787 $20.6M 3.71% -5,855 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 574,022 $20.4M 0.15% -5,023 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 573,822 $20.4M 8.94% +9,437 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 564,421 $20.1M 1.98% +34,708 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 520,520 $19.7M 9.28% +10,215 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 550,199 $19.5M 0.38% -207,706 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 550,086 $19.5M 0.07% -86,431 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 549,924 $19.5M 4.21% +48,039 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 542,085 $19.3M 11.26% +11,623 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 540,369 $19.2M 8.05% +21,379 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 526,521 $18.7M 0.57% +47,951 13F-HR/A Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 525,870 $18.7M 10.7% +83,894 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 487,582 $18.5M 7.62% +10,794 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 518,666 $18.4M 2.79% +14,865 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 518,097 $18.4M 11.06% +666 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 507,713 $18.3M 0.17% +121,045 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 574,815 $18.2M 8.55% +87,268 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 502,259 $18.1M 2.89% +23,595 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 509,880 $18.1M 2.55% +419,787 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 508,253 $18.1M 6.31% +10,310 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 503,716 $17.9M 1% +63,782 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 498,850 $17.7M 7.64% +110,309 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 498,420 $17.7M 1.4% +21,553 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 494,724 $17.6M 1% -76,201 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 490,498 $17.4M 0.2% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 485,928 $17.3M 0.15% -19,799 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 476,904 $16.9M 5.42% +32,597 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 476,242 $16.9M 2.3% +242,083 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 460,089 $16.3M 0.79% +109,411 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 458,813 $16.3M 4.2% -23,678 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 457,745 $16.3M 6.07% -5,505 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 455,932 $16.2M 7.14% +7,085 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 451,223 $16M 8.35% -2,023 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 439,135 $15.6M 1.95% -8,979 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 416,072 $15.6M 5.53% +56,363 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 437,867 $15.6M 6.59% +63,153 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 436,212 $15.5M 8.65% +1,098 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 434,521 $15.4M 2.54% -618 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 432,729 $15.4M 3.72% +9,054 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 417,099 $14.8M 7.52% +8,852 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 413,268 $14.7M 4.46% -6,406 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 397,905 $14.1M +395,458 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 397,806 $14.1M 0.51% +20,283 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 397,581 $14.1M 3.15% +10,264 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 384,266 $13.7M 9.64% -10,486 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 384,007 $13.6M 3.43% +6,177 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 381,794 $13.6M 0.31% +20,333 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 381,045 $13.5M 1.67% +45,056 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 369,898 $13.1M 6.23% +19,996 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 366,909 $13M 4.58% -46,087 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 362,510 $12.9M +12,572 Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 360,566 $12.8M 7.54% +13,792 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 354,452 $12.6M 9.02% +5,600 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 353,079 $12.5M 5.08% +41,019 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 349,805 $12.4M 0.02% -290,840 13F-HR Timeline Group Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 347,871 $12.4M 4.28% +59,823 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 346,155 $12.3M 2.62% +1,348 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 343,333 $12.2M 5.05% -1,423 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 342,652 $12.2M 3.85% -11 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 335,562 $11.9M 1.54% +24,061 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 329,479 $11.7M 7.61% +3,789 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 321,536 $11.4M 0.91% +5,519 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 321,518 $11.4M 0.01% new 13F-HR Timeline Group PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 320,580 $11.4M 10.13% +23,000 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 317,527 $11.3M 0.21% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 315,978 $11.2M 4.89% +87,228 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 296,324 $11.2M 6.39% -405 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 308,039 $10.9M 11.22% -23,052 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 303,850 $10.8M 5.6% -7,606 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 286,195 $10.7M 0.96% -1,162 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 292,937 $10.4M 0.28% -4,338 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 282,074 $10M 0.19% -33,446 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 279,591 $9.93M 4.11% +18,808 13F-HR Timeline