MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,612,854 $1.22B 1.5% +3,281,893 13F-HR/A Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 32,381,844 $1.11B 3.25% +3,285,675 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 20,877,613 $712M +2,206,300 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,360,733 $217M 2.79% +103,165 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,261,652 $180M 0.9% -21,816 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,738,498 $162M 0.04% +336,629 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,326,335 $114M -2,046,992 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,040,147 $104M 0.98% -2,488,253 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,806,609 $95.8M 0.04% +124,700 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,262,600 $77.2M 3.81% -134,127 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,097,924 $71.6M 1.01% +98,390 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,068,448 $70.6M 0.75% +221,057 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,971,505 $67.3M 0.06% +3,521 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,864,060 $63.6M 6% +36,817 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,750,355 $59.7M 1.59% +48,709 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,719,319 $58.7M 9.35% +5,643 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,647,857 $56.2M 2.43% +312,187 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,546,186 $52.8M 0.09% +1,544,909 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,374,007 $46.9M 0.29% +98,900 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,323,056 $45.1M 0.06% -26,219 13F-HR/A Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,307,603 $44.6M 4.77% +85,082 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,301,772 $44.4M 4.94% +65,194 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,281,546 $43.7M 3.67% +18,567 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,015,572 $34.7M 0.02% -372,939 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,013,239 $34.6M 0.04% +214,246 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 866,509 $29.6M <0.01% +426,832 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 729,518 $24.9M 5.88% +6,019 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 722,192 $24.4M 5.28% +18,312 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 642,789 $21.9M 2.17% +3,045 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 591,850 $20.2M 5.17% +34,535 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 578,985 $19.8M +31,592 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 527,312 $18.3M 1% -17,415 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 505,800 $17.3M 3.54% +21,082 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 498,488 $17M 4.05% +39,372 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 490,409 $16.7M 1.32% +321,034 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 482,643 $16.5M 2.34% +4,074 13F-HR Timeline 25 LLC More: the full row for 25 LLC 466,978 $15.9M 4.36% +23,693 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 465,818 $15.9M 0.15% -281 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 459,924 $15.7M 9.8% +32,623 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 451,073 $15.4M 2.36% +35,634 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 447,338 $15.3M 0.12% +36,809 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 440,928 $15M 0.07% +13,870 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 438,588 $15M 4.87% +9,559 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 435,850 $14.9M 1.45% +38,204 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 415,841 $14.2M 4.47% +17,626 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 410,217 $14M <0.01% +42,393 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 379,557 $13M 0.05% 0 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 377,838 $12.9M 3.96% +24,782 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 350,601 $12M 1.36% +35,608 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 346,764 $11.8M 2.66% +5,135 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 346,240 $11.8M 1.78% +16,632 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 328,395 $11.2M 0.1% +6,962 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 325,737 $11.1M 0.97% -10,380 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 318,388 $10.9M 3.07% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 335,627 $10.8M 0.44% -11,180 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 316,878 $10.8M 2.82% +27,561 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 313,491 $10.7M 1.1% +24,232 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 294,837 $10.1M 5.08% +9,704 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 287,426 $9.81M 0.05% +9,713 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 280,196 $9.56M 0.16% -55,256 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 278,019 $9.49M 4.96% +13,186 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 273,513 $9.3M 4.41% +34,425 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 269,529 $9.2M 1.74% +6,917 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 265,453 $9.06M 3.54% +31,903 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 243,952 $8.32M 0.18% +11,657 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 242,411 $8.27M 1.09% +32,928 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 248,733 $8.01M 1% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 231,917 $7.91M 0.23% -5,142 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 230,650 $7.87M 0.25% -953 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 230,056 $7.85M 2.89% +54,115 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 226,320 $7.72M 3.01% +32,140 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 213,050 $7.27M 4.17% -10,614 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 212,499 $7.25M 0.01% new 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 206,690 $7.05M 2.41% +28,984 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 205,217 $7M 0.92% +10,648 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 201,010 $6.86M 0.01% +569 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 200,796 $6.85M 4.93% +4,800 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 200,663 $6.85M 0.02% +10,380 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 196,162 $6.69M 0.04% -15,795 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 191,803 $6.55M 3.21% -10,117 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 193,872 $6.54M 0.13% +14,941 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 189,520 $6.47M 1.95% +15,512 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 188,536 $6.43M 0.04% +35,519 13F-HR/A Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 179,208 $6.12M 1.84% +7,105 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 176,476 $6.02M 0.07% +12,020 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 174,666 $5.96M 0.01% -15,689 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 172,296 $5.88M 0.01% +84,250 13F-HR Timeline Group Foundry Financial LLC More: the full row for Foundry Financial LLC 170,606 $5.82M 1.96% +20,232 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 170,073 $5.8M 0.01% +68,368 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 168,499 $5.75M 0.72% +25,958 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 164,305 $5.61M 0.99% -688 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 162,388 $5.54M 2.82% +3,101 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 160,776 $5.49M 1.77% +8,142 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 159,064 $5.43M 1.75% +14,555 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 154,030 $5.26M <0.01% +852 13F-HR Timeline Group Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 150,704 $5.14M 2.76% +2,977 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 150,000 $5.12M 0.01% -60,027 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 143,419 $4.89M 0.01% +23,812 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 139,964 $4.76M 2.13% +4,621 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 139,118 $4.75M 2% +14,665 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 137,777 $4.7M 0.73% +1,032 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 135,978 $4.64M 0.03% -35,818 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 133,996 $4.57M 1.62% +2,105 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 132,311 $4.52M 0.04% +21,451 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 130,887 $4.47M 3.21% +45,027 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 127,429 $4.35M 0.34% +4,799 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 127,375 $4.35M 0.21% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 124,738 $4.25M <0.01% +11,757 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 118,359 $4.04M 1.97% +6,850 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 118,309 $4.04M 0.7% +11,805 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 118,178 $4.03M 0.41% +2,580 13F-HR Timeline Friday Financial More: the full row for Friday Financial 115,752 $3.95M 1.06% +11,249 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 114,472 $3.91M 3.78% -13,547 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 113,248 $3.86M 0.19% +1,172 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 111,518 $3.81M 1.1% -163,887 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 106,622 $3.64M 0.62% +3,621 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 105,307 $3.59M 1.95% +4,507 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 104,979 $3.58M <0.01% +52,988 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 100,939 $3.44M <0.01% +3,179 13F-HR Timeline Group Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 100,741 $3.44M 2.51% +6,606 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 98,742 $3.37M 0.25% -3,598 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 96,610 $3.3M 2.81% +11,865 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 95,673 $3.26M <0.01% +14,241 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 93,873 $3.2M 0.5% -8,280 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 91,234 $3.11M 0.13% +63,419 13F-HR Timeline City State Bank More: the full row for City State Bank 91,191 $3.11M 0.71% +20,890 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 89,823 $3.07M 0.05% -4,133 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 89,474 $3.05M 2.32% +5,956 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 88,225 $3.01M 2.07% +8,083 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 88,785 $3M <0.01% +3,645 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 87,337 $2.98M 0.02% +1,176 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 87,181 $2.98M 0.41% -127 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 80,433 $2.74M 0.39% +5,817 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 78,464 $2.68M 0.97% -852 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 77,414 $2.64M 0.66% +2,918 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 75,892 $2.59M 0.73% +1,367 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 75,048 $2.56M 0.13% +3,885 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 74,933 $2.56M 0.55% +14,988 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 74,163 $2.53M <0.01% +10,561 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 73,922 $2.52M 1.28% -8,536 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 73,790 $2.52M 0.4% +18,110 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 73,052 $2.49M 0.4% +11,373 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 72,587 $2.48M 1.79% +5,021 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 71,333 $2.43M 0.43% -1,861 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 70,880 $2.42M 2.3% +10,644 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 68,165 $2.33M 0.28% -355 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,520 $2.3M 0.01% +4,211 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 65,909 $2.25M 0.09% +600 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 63,929 $2.18M 0.61% +1,108 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 63,732 $2.17M 0.68% +3,346 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 63,054 $2.15M <0.01% +14,369 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 63,007 $2.15M 0.05% -138,147 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 61,708 $2.11M 0.79% +14,372 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 60,599 $2.07M 0.27% +98 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 60,315 $2.06M 0.33% +3,139 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 59,436 $2.03M 0.49% +5,145 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 54,738 $1.87M 1.08% +5,133 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 53,244 $1.82M 1.38% +1,678 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 51,951 $1.77M 1.49% +539 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 48,458 $1.65M 0.72% -289 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,955 $1.64M <0.01% -21,140 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 47,866 $1.63M <0.01% +44,358 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 46,944 $1.6M 0.08% +817 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 45,592 $1.56M 0.12% +30 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,582 $1.55M +27,959 Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 43,269 $1.48M 0.18% +223 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 43,154 $1.47M 0.21% -31 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 42,785 $1.46M <0.01% -661 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 42,111 $1.44M 0.19% +1,181 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 42,021 $1.43M 0.05% -14,901 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 40,642 $1.39M 0.67% +2,089 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 39,901 $1.36M 0.03% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 38,352 $1.31M 0.71% +1,800 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 38,078 $1.3M 0.02% +3,596 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 37,399 $1.28M 0.29% -1,977 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 37,317 $1.27M 0.4% +22 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 36,041 $1.23M 0.87% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 35,767 $1.22M 0.08% +8,239 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 36,007 $1.21M 0.6% -54 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 33,585 $1.15M 0.96% -230 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 31,608 $1.08M 0.78% +1,004 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 30,793 $1.05M 0.01% -1,106 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 28,336 $1.01M 0.55% +3,928 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 29,334 $1M 0.05% +71 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 28,449 $971K 0.02% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 28,158 $961K 0.29% +7,165 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,350 $933K <0.01% +3,115 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 27,096 $925K 0.41% new 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 26,681 $910K 0.42% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 26,438 $902K 0.86% +6,678 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 26,007 $888K 0.57% -1,059 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 25,714 $877K 0.46% +164 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 25,620 $874K <0.01% -3,138 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 24,806 $847K 0.07% -312 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 24,729 $844K 0.63% +3,964 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 24,584 $839K 0.32% -90 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 24,444 $834K 0.33% +381 13F-HR Timeline M Holdings Securities, Inc. 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