Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 15,848 $4.31M 1.3% +270 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 15,836 $4.3M 2.25% -4,598 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 15,832 $4.3M 2.12% +326 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 15,829 $4.3M 3.42% 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 15,828 $4.3M 2.27% -10 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 15,827 $4.3M 3.85% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 15,778 $4.29M 0.9% +1,992 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 15,772 $4.29M 3.81% 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 15,738 $4.28M 2.83% +1,013 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15,714 $4.27M 1.62% -1,958 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 15,706 $4.27M 1.07% +532 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 15,701 $4.27M +6,357 Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 15,685 $4.26M 3.44% 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 15,664 $4.26M 1.69% -100 13F-HR Timeline Group BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 15,642 $4.25M 1.87% -200 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 15,613 $4.24M 0.72% +401 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 15,605 $4.24M 1.01% -262 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 15,580 $4.24M 1.71% 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 15,574 $4.23M 1.29% -358 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 15,573 $4.23M 1.57% -168 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 15,567 $4.23M 4.63% 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 15,555 $4.23M 1.85% -22 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 15,554 $4.23M 1.62% -660 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 15,536 $4.22M 0.46% -733 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 15,527 $4.22M 0.8% +3,492 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 15,524 $4.22M 2% -167 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 15,518 $4.22M 3.11% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 15,513 $4.22M 1.58% -96 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 15,512 $4.22M 2.77% -976 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 15,506 $4.22M 2.62% -205 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 15,503 $4.21M 0.91% +32 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,502 $4.21M 0.86% -27 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 15,498 $4.21M 0.68% +1,071 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $4.21M 1.79% -15,490 13F-HR Timeline Amount filed as zero, left out of ratios. Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 15,481 $4.21M 3.08% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 15,469 $4.21M 1.76% -385 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 15,469 $4.21M 0.41% +36 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 15,468 $4.21M 1.39% +1,677 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 15,453 $4.2M 1.02% -9,652 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 15,437 $4.2M 0.8% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 15,417 $4.19M 4.34% 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 15,374 $4.18M 3.26% -387 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,362 $4.18M 2.37% -576 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 15,339 $4.17M 4.94% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 15,319 $4.16M 1.11% +973 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 15,288 $4.16M 0.97% +20 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,270 $4.15M 1.66% +201 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 15,249 $4.15M 1.64% 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 15,248 $4.15M 2.23% -142 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 15,209 $4.13M 1.37% -245 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 15,189 $4.13M 2.84% -367 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 15,129 $4.11M 1.67% -1,017 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 15,128 $4.11M 1.92% -933 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 15,121 $4.11M 2.63% -19 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 15,121 $4.11M 1.48% -97 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 15,117 $4.11M 1.91% -5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15,086 $4.1M 2.25% +91 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 15,624 $4.1M 0.51% -2 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 15,073 $4.1M 2.09% -637 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 15,073 $4.1M 1.3% +388 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 15,043 $4.09M 3.68% 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 15,962 $4.08M 2.84% -12,667 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 15,003 $4.08M 1.62% 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 14,979 $4.07M 0.06% -7,415 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 14,977 $4.07M 0.7% -542 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 14,972 $4.07M 2.25% -411 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 14,943 $4.07M 3.17% -1,027 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 14,957 $4.07M 0.56% +310 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 14,937 $4.06M 2.07% -116 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 14,918 $4.06M 3.4% -179 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 14,908 $4.05M 3.37% +331 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 14,905 $4.05M 3.98% 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 14,900 $4.05M 1.02% -1,310 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 14,893 $4.05M 0.75% +12,895 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 14,875 $4.04M 3.95% -124 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 14,850 $4.04M 0.95% +142 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 14,844 $4.04M 5.43% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 14,837 $4.03M 1.74% -30 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 14,818 $4.03M 0.08% 0 13F-HR/A Timeline Group DV Trading LLC More: the full row for DV Trading LLC 14,778 $4.02M 0.35% 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 14,760 $4.01M 0.73% +56 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 14,511 $4.01M 5.42% -85 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 14,753 $4.01M 0.51% -2,203 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 14,750 $4.01M 1.04% 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,680 $4.01M 1.98% -25 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 14,738 $4.01M 1.66% -291 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 14,731 $4M 0.6% -15 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 14,720 $4M 1.79% +729 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 14,719 $4M 2.35% -266 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 14,718 $4M 2.47% +4 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,692 $3.99M 1.33% -84 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 14,692 $3.99M 5.79% -135 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 14,685 $3.99M 1.37% -307 13F-HR/A Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 14,670 $3.99M 2.63% -399 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 14,668 $3.99M 0.3% +11,760 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 14,665 $3.99M 1.61% +255 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 14,653 $3.98M 1.08% -791 13F-HR Timeline VALUEWORKS LLC More: the full row for VALUEWORKS LLC 14,652 $3.98M 1.05% -571 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 14,626 $3.98M 0.67% +4,205 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 14,613 $3.97M 2.35% +456 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 14,596 $3.97M 2.67% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 14,591 $3.97M 3.56% -789 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 14,567 $3.96M 3.71% 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,533 $3.95M 1.61% +515 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 14,533 $3.95M 0.64% -1,051 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 14,522 $3.95M 1.2% -606 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 14,507 $3.94M 4.55% +2,114 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 14,501 $3.94M 2.25% -181 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 15,232 $3.93M 1.1% -2,296 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 14,473 $3.93M 1.08% +511 13F-HR Timeline TLWM More: the full row for TLWM 14,449 $3.93M 0.72% +472 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 15,371 $3.93M 2.61% -722 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 14,417 $3.92M 1.43% -1,581 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 14,414 $3.92M 3.06% -77 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 14,412 $3.92M 1.55% -5,812 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 14,409 $3.92M 1.35% -2,903 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 14,402 $3.92M 3.14% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 14,397 $3.91M 1.43% +88 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 14,392 $3.91M 1.65% +2,719 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 14,366 $3.91M 0.86% +2,454 13F-HR/A Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 14,356 $3.9M 2.04% 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 14,354 $3.9M 1.19% +41 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 14,349 $3.9M 1.92% +175 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,333 $3.9M 2.63% -408 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 14,321 $3.89M 2.89% -104 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 14,306 $3.89M 3.73% 13F-HR Timeline RPO LLC More: the full row for RPO LLC 14,300 $3.89M 4.46% new 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 14,293 $3.89M 0.01% +5,263 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 14,286 $3.88M 1.31% +101 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 14,282 $3.88M 2.29% +272 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 14,256 $3.88M 1.74% +798 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 14,234 $3.87M 3.25% 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 14,232 $3.87M 1.43% 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 14,202 $3.86M 3.79% 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 14,178 $3.85M 3.01% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 14,168 $3.85M 1.33% +1,051 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 14,168 $3.85M 1.08% -285 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 14,160 $3.85M 1.77% -7 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 14,140 $3.84M 1.87% 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 14,124 $3.84M 2.18% -3,558 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 14,110 $3.84M 1.31% -361 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 14,098 $3.83M 3.27% +85 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 14,080 $3.83M 0.75% +141 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 14,073 $3.83M 2.63% +891 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 14,062 $3.82M 2.51% -897 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 14,049 $3.82M 0.56% +4,301 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 14,043 $3.82M 4.36% -11,925 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 14,011 $3.81M 1.09% -1,440 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 14,003 $3.81M 2.69% -1 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 14,000 $3.81M 3.64% 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13,977 $3.8M 0.68% -578 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 13,938 $3.79M 5.29% +410 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 13,935 $3.79M 2.35% 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 13,929 $3.79M 2.78% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 13,920 $3.78M 2.6% -104 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 13,920 $3.78M 1.2% -1,890 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 13,906 $3.78M 1.92% -4,319 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,888 $3.77M 1.74% +2,485 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 18,389 $3.77M 1.26% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,873 $3.77M 0.88% +747 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 13,864 $3.77M 1.33% +3,324 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 13,853 $3.77M 1.92% -48 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 13,850 $3.77M 2.28% 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 13,840 $3.76M 1.84% -1,335 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 13,813 $3.76M 3.18% -1,126 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,811 $3.75M 0.62% -119 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 13,798 $3.75M 1.98% +147 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 13,796 $3.75M 1.3% 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 13,909 $3.75M 1.3% 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 13,758 $3.74M 0.84% -5,922 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 13,755 $3.74M 1.81% -404 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 13,742 $3.74M 0.78% -113 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 13,740 $3.74M 1.01% +261 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 13,738 $3.73M 1.47% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 13,722 $3.73M 0.74% -701 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 13,721 $3.73M 1.39% -1,785 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 13,717 $3.73M 3.31% 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 13,715 $3.73M 2.66% -95 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 13,696 $3.72M 1.11% +1,231 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 14,321 $3.72M 1.31% -35 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 13,656 $3.71M 1.49% +120 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 13,651 $3.71M 1.13% +725 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 13,637 $3.71M 2.5% -1,296 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 13,635 $3.71M 1.49% +10 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 13,634 $3.71M 1.21% -18 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 14,008 $3.71M 1.23% +4,137 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,613 $3.7M 1.24% -2,233 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 13,611 $3.7M 1.9% -234 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,601 $3.7M 2.49% 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 13,598 $3.7M 2.04% -2 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 13,584 $3.69M 1.14% +4,009 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 13,562 $3.69M 2.79% -341 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 13,558 $3.69M 0.71% 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 13,550 $3.68M 3.74% -136 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 13,540 $3.68M 1.78% -95 13F-HR Timeline CARLSON FINANCIAL, INC. 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