MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 32,330,961 $1.04B 1.54% +2,156,936 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 29,096,169 $937M 4.53% +2,201,583 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 18,671,313 $611M +1,483,718 Timeline Premier Financial Group More: the full row for Premier Financial Group 641,693 $211M 35.94% +7,447 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,257,568 $202M 2.85% -12,272 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,528,400 $178M 1.63% new 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 5,373,327 $173M +2,523,973 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,283,468 $170M 0.95% +402,982 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,401,869 $142M 0.04% +303,765 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,681,909 $86.4M 0.04% +78,476 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,396,727 $77.2M 4.22% +36,266 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,999,534 $68.6M 1.02% +718,964 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,967,984 $63.4M 0.07% -326,765 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,847,391 $59.5M 0.71% +224,570 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,827,243 $58.9M 5.96% -28,836 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,713,676 $55.2M 9.75% -12,320 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,701,646 $54.8M 1.63% +4,888 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,388,511 $44.7M 0.05% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,349,275 $43.5M 0.06% -44,529 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,335,670 $43M 2.29% +67,861 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,275,107 $41.1M 0.32% +73,551 13F-HR Timeline Group Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,262,979 $40.7M 3.73% +22,850 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,236,578 $39.8M 4.96% +41,428 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,222,521 $39.4M 5.04% +23,491 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 798,993 $25.7M 0.03% +144,988 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 795,467 $25.6M 0.8% +220,807 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 703,880 $23.7M 5.53% +15,172 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 723,499 $23.3M 6.32% +234,072 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 639,744 $20.6M 2.22% -3,001 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 544,727 $18.6M 1.11% -146,279 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 557,315 $18M 5.14% +19,052 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 547,393 $17.6M +522,804 Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 484,718 $15.6M 3.57% -8,162 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 478,569 $15.4M 2.43% -5,970 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 466,099 $15M 0.17% +19,302 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 459,116 $14.8M 4.1% +12,648 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 427,301 $14.5M 10.12% +4,522 13F-HR Timeline 25 LLC More: the full row for 25 LLC 443,285 $14.3M 4.4% +23,233 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/ 439,677 $14.2M <0.01% +58,317 13F-HR Timeline Group Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 429,029 $13.8M 5% +15,197 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 427,058 $13.8M 0.07% +35,567 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 410,529 $13.4M 0.13% -8,116 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 415,439 $13.4M 2.41% +10,604 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 398,215 $12.8M 4.48% +10,841 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 397,646 $12.8M 1.46% +29,634 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 395,597 $12.7M 0.05% +391,747 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 379,557 $12.2M 0.06% +84,542 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 367,824 $11.9M <0.01% +47,390 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 353,056 $11.4M 3.88% +47,276 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 341,629 $11M 2.74% +7,725 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 346,807 $11M 0.53% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 336,117 $10.8M 1.14% +188,900 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 335,452 $10.8M 0.21% -69,042 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 329,608 $10.6M 1.81% +29,483 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 321,433 $10.4M 0.11% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 314,993 $10.1M 1.35% +36,215 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 297,727 $9.59M 0.68% -209,237 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 289,317 $9.32M 2.79% +11,394 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 289,259 $9.32M 1.23% +23,595 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 285,133 $9.19M 5.24% +10,635 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 277,713 $8.95M 0.05% +7,006 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 275,405 $8.87M 2.98% -31,374 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 264,833 $8.53M 5.04% +8,050 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 262,612 $8.46M 1.81% +7,353 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 248,733 $8.01M 1% -587 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 239,088 $7.7M 4.42% +23,504 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 237,059 $7.64M 0.24% +7,759 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 233,550 $7.52M 3.4% +34,897 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 232,295 $7.48M 0.2% +36,521 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for CIBC Bancorp USA Inc. 210,027 $6.77M 0.01% 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 209,483 $6.75M 1.09% +39,351 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 201,920 $6.51M 3.6% +154 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 201,154 $6.48M 0.15% +29,983 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 200,441 $6.46M 0.01% +978 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 195,996 $6.31M 5.2% +6,556 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 194,569 $6.27M 0.94% +18,898 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 194,180 $6.26M 2.94% +19,720 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 190,355 $6.13M 0.01% -10,879 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 190,283 $6.13M 0.02% -39,044 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 178,931 $6.02M 0.13% +4,336 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 177,706 $5.73M 2.4% +6,290 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 177,303 $5.71M 1.99% +20,896 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 175,941 $5.67M 2.28% +108,213 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 174,008 $5.61M 1.98% +10,271 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 172,103 $5.55M 1.88% +4,678 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 171,796 $5.54M 0.04% -14,334 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 169,375 $5.46M 0.49% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 164,993 $5.32M 1.04% -1,579 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 164,456 $5.3M 0.07% +26,836 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 159,287 $5.13M 2.94% +3,272 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 153,178 $4.93M <0.01% -13,945 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 153,017 $4.93M 0.04% new 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 152,634 $4.92M 1.84% +276 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 150,374 $4.85M 2.05% +33,880 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 147,727 $4.76M 2.81% -1,370 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 144,509 $4.66M 1.67% +9,623 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 135,343 $4.63M 2.18% +5,967 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 142,541 $4.59M 0.72% +9,834 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 136,745 $4.41M 0.81% +1,869 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 131,891 $4.25M 1.63% +10,948 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 122,630 $4.13M 0.37% +53,949 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 128,019 $4.12M 3.96% +3,446 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 124,453 $4.01M 1.94% +49,283 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 119,607 $3.85M 0.01% -1,273 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 116,973 $3.77M 0.2% +3,569 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 115,598 $3.72M 0.43% +6,704 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 113,188 $3.65M 0.04% +8,513 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 112,076 $3.61M 0.18% +7,065 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 111,509 $3.59M 1.94% +9,218 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 110,860 $3.57M 0.03% +11,015 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 112,981 $3.54M <0.01% -6,967 13F-HR/A Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 106,504 $3.43M 0.73% -430 13F-HR Timeline Friday Financial More: the full row for Friday Financial 104,503 $3.37M 1.16% +3,873 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 103,001 $3.32M 0.61% +3,298 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 102,340 $3.3M 0.27% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 102,153 $3.29M 0.54% -61 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 101,705 $3.28M 0.01% +12,448 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 100,800 $3.25M 2.04% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 97,760 $3.15M <0.01% new 13F-HR Timeline Group Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 94,135 $3.03M 2.46% -1,563 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 93,956 $3.03M 0.06% -431,791 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88,046 $2.84M <0.01% -73,288 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 87,308 $2.81M 0.46% +2,392 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 86,161 $2.78M 0.02% -28,367 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 85,860 $2.77M 2.41% +6,270 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 84,745 $2.73M 2.8% 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 83,518 $2.69M 2.27% +7,329 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 85,140 $2.67M <0.01% +13,045 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 82,458 $2.66M 1.32% +672 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 81,432 $2.62M <0.01% +11,418 13F-HR Timeline Group Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 80,142 $2.58M 2.1% +11,087 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 79,316 $2.56M 1.03% +7,263 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 74,616 $2.4M 0.38% +3,376 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 74,525 $2.4M 0.77% +5,411 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 74,496 $2.4M 0.65% +31,123 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 73,194 $2.36M 0.5% +8,467 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 71,163 $2.29M 0.13% +5,295 13F-HR Timeline City State Bank More: the full row for City State Bank 70,301 $2.27M 0.59% +22,045 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,095 $2.23M 0.01% +4,637 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 68,520 $2.21M 0.31% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 67,566 $2.18M 1.76% +5,410 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 65,309 $2.1M 0.09% +38,393 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 63,602 $2.05M <0.01% +7,052 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 63,309 $2.04M 0.02% +56,262 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 62,821 $2.02M 0.6% +351 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 61,679 $1.99M 0.49% +38,933 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 60,501 $1.95M 0.29% +47 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 60,386 $1.95M 0.67% +6,292 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 60,236 $1.94M 1.88% -510 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 59,945 $1.93M 0.47% +4,915 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 57,176 $1.84M 0.35% +9,171 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,922 $1.83M 0.06% -6,975 13F-HR/A Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 55,680 $1.79M 0.32% +20,070 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 54,291 $1.75M 0.51% +8,670 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 51,991 $1.68M <0.01% +19,349 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 51,566 $1.66M 1.4% +1,012 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 51,412 $1.66M 1.47% +1,925 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 49,605 $1.6M 1.09% +2,459 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 48,747 $1.57M 0.76% +2,627 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 48,685 $1.57M <0.01% +20,049 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 47,336 $1.53M 0.77% +4,470 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 46,127 $1.49M 0.08% +1,946 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 45,562 $1.47M 0.12% -1,718 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 43,446 $1.4M <0.01% -1,198 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 43,185 $1.39M 0.21% -262 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 43,046 $1.39M 0.19% +1,007 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,019 $1.35M 0.09% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 40,930 $1.32M 0.22% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 39,901 $1.29M 0.04% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 39,376 $1.27M 0.31% +246 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 38,553 $1.24M 0.68% +634 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 37,295 $1.2M 0.42% -98 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 36,061 $1.19M 0.63% +971 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 36,552 $1.18M 0.72% +662 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 36,041 $1.16M 0.93% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 34,482 $1.11M 0.02% +18,384 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 33,815 $1.09M 0.99% +3,783 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 31,899 $1.03M 0.01% +17,841 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 30,604 $986K 0.82% +535 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 29,263 $943K 0.05% -38 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 29,208 $941K <0.01% -950 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 28,758 $927K <0.01% -1,579 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,815 $896K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 27,528 $887K 0.06% -20 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 27,066 $872K 0.65% -1,916 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 26,681 $860K 0.45% -125 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,868 $833K 0.05% -2,364 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 24,408 $831K 0.49% +5,551 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 25,550 $823K 0.49% -2,390 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 25,118 $809K 0.09% -1,787 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 24,674 $795K 0.34% -444 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,235 $781K <0.01% +5,691 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 24,063 $775K 0.18% +922 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 23,915 $771K 0.36% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,625 $761K <0.01% -730 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,390 $754K 0.01% +16,015 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 22,414 $722K 0.03% -1,374 13F-HR Timeline