MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,414,757 $864M 1.44% +2,634,140 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,301,765 $769M 4.67% +1,480,935 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 15,833,275 $482M +693,207 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,218,768 $189M 2.59% +221,807 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,879,012 $148M 0.9% +494,735 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,463,072 $105M -21,789,286 Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,685,784 $81.6M 4.83% -202,695 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,500,298 $76M 0.03% +147,433 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,264,651 $68.8M 0.08% +38,040 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,250,268 $68.4M 6.8% +69,967 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,165,033 $65.8M +236,313 Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,981,741 $60.2M 6.32% +30,585 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,716,270 $52.2M 10.41% +18,314 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,669,092 $50.7M 1.59% +455,404 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,457,970 $44.3M 0.51% +212,940 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,179,624 $35.9M 5.06% +347,006 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,179,333 $35.8M 4.91% +34,687 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,131,564 $34.9M 0.78% +200,845 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,136,506 $34.5M 2.06% +141,068 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,128,743 $34.3M 0.27% +101,180 13F-HR Timeline Group GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 691,941 $21.2M 5.58% +20,223 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 675,038 $20.6M 1.43% -96,559 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 664,871 $20.2M 5.39% +1,995 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 666,194 $19.9M 2.26% -591 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 601,778 $18.3M 1.03% +42,266 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 544,193 $16.5M 4.96% +6,261 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 524,715 $15.9M 0.02% +146,661 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 524,669 $15.9M 0.33% -2,614 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 486,376 $15.1M 2.31% +24,170 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 480,855 $14.6M 2.32% -5,844 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 473,703 $14.4M 4.56% +38,404 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 463,370 $14.1M 0.46% +52,687 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 456,845 $13.9M 4.24% +5,116 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 440,506 $13.4M 0.01% +157,475 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 439,281 $13.4M 0.25% -415,933 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 438,744 $13.3M 0.26% -37,418 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 414,421 $12.6M 5.34% +24,380 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 412,825 $12.5M 5.58% +48,339 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 394,127 $12M 4.87% +18,087 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 378,858 $11.5M 0.1% +52,237 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 369,141 $11.2M 4.56% +14,461 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 359,082 $10.9M 0.02% +353,027 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/ 347,012 $10.5M <0.01% +1,298 13F-HR/A Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 345,040 $10.5M 0.56% -33,547 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 338,208 $10.3M 0.01% -93,356 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 333,071 $10.1M 1.2% +17,738 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 324,280 $9.86M 1.6% +28,025 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 323,067 $9.82M 2.67% +2,381 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 316,132 $9.61M 3.7% +13,684 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 313,950 $9.54M 3.58% -1,088 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 300,112 $9.12M 0.04% -18,636 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 295,949 $9M 2.95% +30,752 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 284,546 $8.65M 0.06% -12,148 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 277,666 $8.44M 0.24% +6,419 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 276,805 $8.41M 5.26% +4,192 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 275,401 $8.37M 1.52% +17,749 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 269,421 $8.19M 0.04% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 260,993 $7.93M 1.25% +19,269 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 259,618 $7.89M 1.11% +1,209 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 256,606 $7.8M 4.98% +56,560 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 243,354 $7.4M 1.71% +21,288 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 241,080 $7.33M 0.04% -91,674 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 236,945 $7.2M 1.15% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 236,945 $7.2M 1.15% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 239,294 $7.06M 2.45% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 217,680 $6.62M 4.51% +87 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 211,199 $6.42M 0.06% -98,719 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 210,421 $6.4M 3.5% +19,447 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 206,061 $6.26M 0.3% +6,995 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 202,826 $6.16M 0.01% +1,538 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 199,524 $6.07M 0.01% +13,452 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 195,007 $5.93M 3.76% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 189,391 $5.76M 0.26% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 188,355 $5.73M 2.84% +17,730 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 182,716 $5.55M 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 178,362 $5.42M 0.21% +16,637 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 171,639 $5.33M 0.14% +2,814 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 168,351 $5.12M 1.22% -4,312 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 165,376 $5.03M 0.01% +7,772 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 160,808 $4.89M 3.25% -54,142 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 160,249 $4.87M 0.8% -5,236 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 160,085 $4.87M <0.01% -12,084 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 157,806 $4.8M 2.32% -2,203 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 154,308 $4.69M 2.04% +2,334 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 154,095 $4.68M <0.01% +59,489 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 152,729 $4.64M 1.87% +7,345 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 148,801 $4.52M 1.75% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 148,801 $4.52M 1.75% +24,299 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 145,637 $4.4M 0.01% +29,835 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 140,025 $4.26M 2.34% +43,430 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 138,197 $4.2M 2.47% +4,790 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 137,620 $4.18M 0.06% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 134,642 $4.15M 0.85% -6,638 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 126,033 $3.87M 2.21% +6,705 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 125,536 $3.82M 1.52% +12,702 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 121,044 $3.68M 0.01% +35,901 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 118,449 $3.6M 0.65% +8,174 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 116,408 $3.54M 1.42% +49,922 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 115,547 $3.51M <0.01% -10,499 13F-HR/A Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 113,936 $3.5M 1.21% +2,985 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 113,402 $3.45M 0.03% +7,841 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 113,030 $3.44M 1.35% +52,399 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 111,973 $3.4M 0.19% +16,646 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 107,979 $3.28M 0.39% +9,635 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 107,384 $3.26M 1.32% +2,506 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 105,610 $3.21M 0.59% +46,631 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 101,280 $3.08M 0.13% +14,730 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 99,958 $3.04M 0.03% +2,663 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 95,940 $2.92M 0.26% -1,430 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 92,766 $2.82M 0.49% +5,814 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 89,440 $2.72M 1.69% +7,103 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 82,123 $2.5M 0.46% +1,314 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 76,779 $2.33M 1.05% +6,570 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 72,571 $2.21M 0.02% +9,518 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 71,894 $2.19M 0.92% +4,941 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 67,846 $2.06M 0.73% -10 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 66,660 $2.06M 0.21% -922 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 67,257 $2.04M 0.37% +8,935 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,717 $2.01M <0.01% +1,239 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 63,433 $1.95M 0.11% -2,534 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 63,721 $1.94M 0.04% +14,398 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 63,408 $1.93M 0.08% -46,748 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 62,877 $1.91M 0.02% +3,296 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 62,484 $1.9M 0.5% -57,316 13F-HR Timeline Friday Financial More: the full row for Friday Financial 61,673 $1.87M 0.78% +1,067 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 59,339 $1.8M 0.29% +43 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,675 $1.78M <0.01% -110,623 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 57,746 $1.76M 0.37% +3,733 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 57,515 $1.75M 1.29% +10,275 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 55,660 $1.69M <0.01% +8,063 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 54,800 $1.67M <0.01% +10,356 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 52,819 $1.61M 0.58% -1,433 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 49,088 $1.49M 0.11% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,467 $1.44M <0.01% -1,424 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 44,019 $1.34M 0.35% -4,620 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 43,944 $1.34M 0.21% -442 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 43,634 $1.33M 0.95% +366 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 42,866 $1.3M 0.83% +20,136 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 42,300 $1.29M 0.19% -4,535 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,019 $1.28M 0.27% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 41,057 $1.25M <0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 39,901 $1.21M 0.04% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 37,863 $1.15M 0.3% +31,004 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 36,912 $1.12M 0.64% +863 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 35,393 $1.1M 0.66% +401 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 36,041 $1.1M 0.95% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 35,696 $1.08M 0.42% +11 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 34,813 $1.06M 0.29% +9,777 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 33,637 $1.02M 0.05% +17,233 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 33,402 $1.02M 0.83% -221 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 33,224 $1.01M 0.23% +7,436 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 32,839 $998K 0.66% +2,259 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 31,445 $956K 0.07% +1,781 13F-HR Timeline City State Bank More: the full row for City State Bank 30,781 $936K 0.27% +14,281 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30,755 $935K 0.42% -635 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 29,598 $900K <0.01% +533 13F-HR/A Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 29,340 $892K 0.54% +72 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 29,070 $884K 0.05% +3,284 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,270 $859K 0.05% -27,994 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 26,806 $815K 0.46% -590 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 26,734 $813K 0.25% +8,157 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 25,699 $781K 0.34% -1,434 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,439 $773K <0.01% -17 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,299 $739K 0.03% -149 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 23,353 $710K 0.28% -406 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,667 $689K <0.01% +6,666 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 22,077 $671K <0.01% -566 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 22,095 $671K 0.26% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 21,273 $647K <0.01% -1,678 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 21,168 $643K 0.01% -3,210 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,145 $643K 0.05% +10 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,118 $642K 0.01% -744 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,008 $639K 0.02% +13,657 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 19,913 $616K 0.4% -759 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 20,097 $611K 0.02% +2,298 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 19,700 $599K 0.11% +10,400 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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