Goodman Financial Corp More: the full row for Goodman Financial Corp 10,420 $2.61M 0.56% new 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 10,413 $2.61M 1.6% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,381 $2.6M 2.19% 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 10,374 $2.6M 1.84% 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 10,361 $2.59M 1.39% 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 10,349 $2.59M 0.83% -25 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 10,341 $2.59M 1.74% -117 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,340 $2.59M 2.3% 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 10,321 $2.58M 1.05% +3,865 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,317 $2.58M 2.1% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 10,309 $2.58M 2.08% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,288 $2.58M 1.21% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 10,248 $2.57M 0.47% -985 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 10,233 $2.56M 1.27% -682 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 10,223 $2.56M 2.03% +237 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 10,199 $2.55M 2% -611 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 10,194 $2.55M 1.29% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,180 $2.55M 1.04% -303 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 10,177 $2.55M 0.65% +207 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 10,155 $2.54M 1.65% -562 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 10,151 $2.54M 2.15% 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 10,140 $2.54M 0.84% -83 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 10,140 $2.54M 2.66% -281 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 10,129 $2.54M 0.85% +16 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 10,129 $2.54M 0.55% +187 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 10,124 $2.54M 2.42% 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 10,122 $2.53M 2.57% 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,122 $2.53M 2.23% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 10,106 $2.53M 1.59% +7,603 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 10,104 $2.53M 0.09% -6,896 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 10,672 $2.53M 1.89% 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 10,083 $2.52M 2.25% 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 10,069 $2.52M 1.12% +886 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10,065 $2.52M 0.98% +29 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,040 $2.51M 0.84% -3 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 10,037 $2.51M 2.32% 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 10,032 $2.51M 1.86% -71 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 10,026 $2.51M 1.67% +147 13F-HR/A Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 10,008 $2.51M 0.68% -138 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,000 $2.5M 0.92% +1 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 10,000 $2.5M 2.38% 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 10,000 $2.5M 0.38% +9,695 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 10,000 $2.5M 1.91% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,989 $2.5M 1.7% -745 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 9,959 $2.49M 1.67% +1,377 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 9,959 $2.49M 2.43% 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 9,939 $2.49M 0.85% -404 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 9,937 $2.49M 2.11% 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 9,936 $2.49M 4.78% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 9,905 $2.48M 1.58% +4,154 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 9,859 $2.47M 2.02% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 9,843 $2.46M 1.92% 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 9,843 $2.46M 0.18% -34,364 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 9,835 $2.46M 0.54% +27 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 9,832 $2.46M 2.38% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 9,826 $2.46M 1.49% +3 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,791 $2.45M 1.24% 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 9,779 $2.45M 1.27% -2,216 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 9,773 $2.45M 1.29% -198 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 9,768 $2.45M 2.05% -5,471 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 9,750 $2.44M 0.84% +63 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 9,741 $2.44M 2.12% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 9,740 $2.44M 1.85% +86 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 9,739 $2.44M 1.78% -499 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 9,731 $2.44M 1.54% -1,576 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 9,728 $2.44M 1.48% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,716 $2.43M 0.36% -8,531 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 9,712 $2.43M 2.46% -172 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 9,707 $2.43M 2.35% -285 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,692 $2.43M 2.47% -35 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 9,692 $2.43M 0.38% -32 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 9,652 $2.42M 0.94% -532 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,568 $2.41M 1.1% +1,211 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 9,593 $2.4M 0.8% +416 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 10,785 $2.4M 0.63% +3,108 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 9,565 $2.4M 2.17% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 9,549 $2.39M 1.34% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 9,548 $2.39M 1.37% -361 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 9,543 $2.39M 2.34% -123 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 9,537 $2.39M 0.8% -121 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 9,535 $2.39M 2.2% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 9,528 $2.39M 2.09% 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 10,091 $2.38M 0.62% +3,921 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,503 $2.38M 0.26% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 9,459 $2.37M 1.72% +634 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 9,451 $2.37M 2.27% +425 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,450 $2.37M 1.05% -120 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 9,444 $2.37M 1.42% -414 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 9,441 $2.36M 2.65% 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 9,428 $2.36M 3.57% 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 9,425 $2.36M 2.1% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 9,412 $2.36M 2.59% 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 9,390 $2.35M 0.7% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 9,376 $2.35M 1.75% -972 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,374 $2.35M 1.09% +733 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 9,367 $2.35M 0.64% +4 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 9,357 $2.34M 0.37% +7,044 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 9,355 $2.34M 0.78% -1 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 9,325 $2.34M 0.31% -196 13F-HR/A Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 9,315 $2.33M 0.94% +229 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 9,315 $2.33M 0.53% -321 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 9,313 $2.33M 0.52% -64 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 9,308 $2.33M 1.81% +106 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 9,982 $2.33M 1.51% +366 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 9,285 $2.33M 0.57% +169 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 9,284 $2.32M 1.33% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 9,281 $2.32M 0.42% +871 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 9,261 $2.32M 2.44% -66 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 9,256 $2.32M 0.22% +1 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 9,255 $2.32M 1.05% -94 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 9,254 $2.32M 1.01% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 9,221 $2.31M 0.64% +432 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 9,219 $2.31M 1.32% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 9,195 $2.3M 2.43% 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,424 $2.3M 1% -62 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 9,155 $2.29M 0.82% -97 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 9,133 $2.29M 0.74% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,125 $2.29M 0.19% -3,054 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 9,121 $2.28M 1.5% +250 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 9,113 $2.28M 1.78% 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 9,112 $2.28M 0.4% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,111 $2.28M 0.88% 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,105 $2.28M 0.84% +932 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 9,104 $2.28M 1.08% +196 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9,103 $2.28M 4.24% -2,401 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,097 $2.28M 1.3% +474 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 9,090 $2.28M 0.35% -284 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 9,086 $2.28M 1.19% -2,371 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 9,053 $2.27M 0.09% +321 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 9,038 $2.26M 1.4% +478 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 9,036 $2.26M 0.89% -10 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 9,030 $2.26M 0.85% -1,423 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 9,026 $2.26M 0.29% +1,327 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,561 $2.26M 2.22% -1,791 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9,014 $2.26M 1.83% -115 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 9,006 $2.26M 0.35% +157 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 8,997 $2.25M 0.46% +136 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,996 $2.25M 0.79% +54 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,992 $2.25M 0.49% -280 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 8,986 $2.25M 0.48% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 8,982 $2.25M 0.83% -281 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 8,972 $2.25M 1.85% +381 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 8,962 $2.24M 0.67% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,959 $2.24M 0.86% +1 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,934 $2.24M 1.17% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 8,898 $2.23M 2.02% 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 8,865 $2.22M 2.21% 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 8,864 $2.22M 2.14% 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 8,854 $2.22M 1.07% +176 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 8,848 $2.22M 1.67% -371 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 9,129 $2.22M 0.76% +2 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 8,843 $2.21M 0.56% +95 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 9,093 $2.21M 1.45% +271 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,833 $2.21M 0.25% +44 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 8,791 $2.2M 1.77% -287 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 8,761 $2.19M 0.34% -4,202 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 8,758 $2.19M 0.74% 0 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 8,754 $2.19M 0.21% -67 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 8,721 $2.18M 1.6% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 8,720 $2.18M 1.64% +376 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,720 $2.18M 1.63% +53 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 8,713 $2.18M 1.12% -407 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 8,690 $2.18M 1.3% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 8,686 $2.18M 0.95% -4,398 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 8,685 $2.17M 0.75% +1,557 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 8,674 $2.17M 1.38% +176 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,672 $2.17M 1.03% -115 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,670 $2.17M 1.5% -246 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 8,669 $2.17M 0.97% +133 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 8,669 $2.17M 2.28% 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 8,658 $2.17M 2.03% +41 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,641 $2.16M 0.61% +376 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 8,641 $2.16M 1.94% 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 8,621 $2.16M 1.16% -180 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,611 $2.16M 2.24% 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 8,604 $2.15M 1.89% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 8,597 $2.15M 1.69% 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,593 $2.15M 0.72% -66 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8,586 $2.15M 1.62% 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 8,555 $2.14M 1.46% 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 9,042 $2.14M 0.73% -425 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 8,536 $2.14M 0.76% 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 8,528 $2.14M 2.09% 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 8,526 $2.14M 0.66% 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,519 $2.13M 1.78% 0 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 8,518 $2.13M 7.96% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 8,509 $2.13M 1.35% +573 13F-HR Timeline TOBAM More: the full row for TOBAM 8,506 $2.13M 0.65% -4,330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,504 $2.13M 0.33% -73 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 8,486 $2.13M 1.96% 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 8,485 $2.12M 0.75% -2,066 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,474 $2.12M 1.29% -518 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 8,458 $2.12M 1.38% -486 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 8,449 $2.12M 1.07% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 8,443 $2.11M 0.75% +380 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 8,436 $2.11M 0.39% +233 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 8,421 $2.11M 0.81% -133 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,379 $2.1M 0.4% +956 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,376 $2.1M 1.83% +104 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 8,367 $2.1M 1.07% -3 13F-HR Timeline