Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 15,666 $4.53M 3.63% +39 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 15,656 $4.53M 3.15% -1,100 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 15,642 $4.53M 1.72% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 15,633 $4.52M 2.53% -3,966 13F-HR Timeline Crystal Cove Asset Management, LLC More: the full row for Crystal Cove Asset Management, LLC 15,625 $4.52M 4.93% -128 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,624 $4.52M 1.99% +118 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 15,603 $4.51M 2.83% +19 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 15,584 $4.51M 0.76% -1,123 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 15,574 $4.51M 1.52% +392 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 15,549 $4.5M 1.59% -419 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 15,531 $4.49M 1.59% +9 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 15,529 $4.49M 0.4% +2,131 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 15,512 $4.49M 0.25% +1,171 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 15,510 $4.49M 0.41% -5,104 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 15,505 $4.49M 2.65% +5,660 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 15,499 $4.48M 8.01% -16,834 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 15,482 $4.48M 3.86% -1,432 13F-HR Timeline TLWM More: the full row for TLWM 15,462 $4.47M 0.73% +413 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 15,451 $4.47M 3.3% -545 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 15,448 $4.47M 0.58% +759 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 15,433 $4.47M 3.97% +1,034 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 15,426 $4.46M 1.55% +1,019 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 15,419 $4.46M 2.63% -187,864 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 15,409 $4.46M 2.72% +38 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 15,394 $4.45M 1.55% -100 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 15,359 $4.44M 4.88% -538 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 15,337 $4.44M 1.19% +1,296 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,333 $4.44M 1.53% +508 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 15,299 $4.43M 1.61% -1,987 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15,299 $4.43M 1.37% -375 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 15,294 $4.43M 2.65% +1,125 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 15,294 $4.43M 1.74% -5,646 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 15,287 $4.42M 1.73% +2,206 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 13,475 $4.42M 1.19% -673 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 15,257 $4.41M 2.04% +445 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 15,255 $4.41M 2.46% -1,767 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 15,244 $4.41M 1.27% -25 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 15,204 $4.4M 2.3% -3,749 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 15,189 $4.4M 3.27% -250 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 15,186 $4.39M 3.19% +145 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 15,160 $4.39M 3.64% -454 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 15,154 $4.38M 1.76% -353 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 15,151 $4.38M 0.5% -497 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 15,088 $4.37M 3.35% +118 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,082 $4.36M 2.59% -304 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 15,026 $4.35M 1% +586 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 15,002 $4.34M 3.57% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 14,993 $4.34M 1.67% +181 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 14,993 $4.34M 1.57% -2,729 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14,978 $4.33M 1.39% 0 13F-HR Timeline Group ENZI WEALTH More: the full row for ENZI WEALTH 13,756 $4.33M 1.37% -1,165 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 14,951 $4.33M 4.2% +1,600 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 14,936 $4.32M 1.84% +342 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 14,927 $4.32M 1.24% +583 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 14,923 $4.32M 1.06% -1,371 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 14,919 $4.32M 3.21% -13 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 14,919 $4.32M 0.92% +28 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 14,885 $4.31M 1.76% -1,115 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 14,884 $4.31M 5% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 14,881 $4.31M 3.09% -98 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 14,873 $4.3M 1.58% -1,539 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 14,852 $4.3M 2.62% +265 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 14,841 $4.29M 1.87% -12 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 14,818 $4.29M 0.1% 0 13F-HR Timeline Group Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 14,786 $4.28M 3.79% +124 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 14,781 $4.28M 1.15% +1,087 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 14,769 $4.27M 2.04% +19 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 14,766 $4.27M 1.81% -377 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 14,756 $4.27M 3.7% -67 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 14,755 $4.27M 1.47% +93 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 14,747 $4.27M 0.75% -374 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 14,645 $4.27M 2.66% -483 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 14,712 $4.26M 2.44% +1,107 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 13,676 $4.25M 1.32% +119 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 14,627 $4.24M 0.48% -15,243 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 14,670 $4.24M 3.86% -3 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 14,665 $4.24M 1.94% +1,433 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,664 $4.24M 1.49% +1,591 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 14,658 $4.24M 1.97% -85 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 12,735 $4.24M 1.91% +270 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 14,638 $4.24M 2.39% +259 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 14,630 $4.23M 1.19% +662 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 14,619 $4.23M 2.07% -478 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 13,367 $4.23M 0.53% +256 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 15,029 $4.22M 5.12% +1,032 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 14,596 $4.22M 2.19% -542 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 14,591 $4.22M 2.31% +470 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,580 $4.22M 1.61% -100 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 14,572 $4.22M 3.4% +33 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 14,567 $4.22M 3.62% -544 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 14,558 $4.21M 1.95% -101 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 14,548 $4.21M 2.02% +13,648 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 14,539 $4.21M 1.13% +235 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 14,538 $4.21M 0.56% +67 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 14,527 $4.2M 2.02% -7,994 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 13,324 $4.2M 1.85% -228 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 14,511 $4.2M 2.5% -524 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 14,507 $4.2M 0.51% +154 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 14,506 $4.2M 1.79% +233 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 14,494 $4.19M 4.68% -107 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 14,478 $4.19M 0.61% -220 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 14,468 $4.19M 2.74% +19 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 14,449 $4.18M 0.32% -360 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 14,443 $4.18M 1.5% +217 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 14,441 $4.18M 1.87% +314 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,395 $4.17M 1.27% -165 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 14,365 $4.16M 0.91% +379 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 14,359 $4.15M 2.02% +378 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 14,354 $4.15M 1.21% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 14,333 $4.15M 1.28% -156 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,330 $4.14M 0.25% +129 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 14,301 $4.14M 2.33% +172 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 14,289 $4.13M 0.93% -920 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 14,285 $4.13M 0.59% -259 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 13,692 $4.12M 1% +7,959 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 12,621 $4.12M 0.35% +1 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 14,238 $4.12M 3.23% -638 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 14,233 $4.12M 1% +8,924 13F-HR/A Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 14,199 $4.11M 1.3% -150 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 14,190 $4.11M 1.18% +180 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14,128 $4.09M 1.29% -3,153 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 14,130 $4.09M 0.4% -21 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 14,131 $4.09M 0.13% +361 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 14,100 $4.08M 1.69% +1,680 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 14,067 $4.07M 3.66% -807 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 14,052 $4.07M 2.88% +13 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 14,046 $4.06M 2.03% -861 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 14,041 $4.06M 1.06% -187 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 14,034 $4.06M 1.79% -1,011 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 14,015 $4.06M 0.46% +559 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 14,013 $4.05M 0.96% -68 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 14,002 $4.05M 1.3% -1,056 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 14,002 $4.05M 1.07% -430 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 14,000 $4.05M 1.27% -124 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 13,397 $4.05M 0.42% +74 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 13,993 $4.05M 1.07% -1,296 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 13,967 $4.04M 0.77% +1,664 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 13,956 $4.04M 3.89% -1,966 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,947 $4.04M 1.6% -40,938 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 13,945 $4.04M 0.69% +532 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 13,935 $4.03M 2.22% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 13,929 $4.03M 3.12% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 12,743 $4.03M 1.91% -208 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 13,923 $4.03M 1.36% -7 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 13,916 $4.03M 2.06% 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 12,883 $4.02M 1.49% +5,311 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 13,871 $4.01M 5.47% +25 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 13,843 $4.01M 3.24% -1 13F-HR Timeline VALUEWORKS LLC More: the full row for VALUEWORKS LLC 13,842 $4.01M 0.84% -460 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 13,837 $4M 2.71% +3 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 13,828 $4M 0.61% -305 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 13,813 $4M 1.7% +43 13F-HR/A Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 13,804 $3.99M 1.49% -424 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 13,801 $3.99M 1.13% -1,222 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 13,796 $3.99M 1.13% +6,923 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 13,785 $3.99M 2.45% +15 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 13,782 $3.99M 0.86% -2,593 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 13,749 $3.98M 3.04% -149 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 13,737 $3.97M 0.97% +2,965 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 13,716 $3.97M 1.49% +1,245 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 13,704 $3.97M 1.97% -36 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 13,690 $3.96M 1.41% +45 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 13,686 $3.96M 2.82% +1,153 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 13,684 $3.96M 1.46% -102 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 13,651 $3.95M 2.55% +230 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 13,646 $3.95M 1.04% +252 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 13,643 $3.95M 0.52% +590 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 13,618 $3.94M 1.07% +1,043 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 13,603 $3.94M 0.84% -569 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 13,603 $3.94M 5.08% -54 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 13,583 $3.93M 1.18% +406 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 13,577 $3.93M 0.73% -2,529 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 13,573 $3.93M 1.67% +31 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 13,570 $3.93M 2.66% +2,366 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 13,563 $3.92M 0.76% +2 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,552 $3.92M 1.01% +1,696 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 13,299 $3.92M 1.22% -30 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 12,392 $3.9M 2.37% -11,000 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,467 $3.9M 2.23% +264 13F-HR Timeline Midwest Professional Planners, LTD. 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