WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,754 $2.48M 1.69% +121 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,753 $2.48M 0.88% -13 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 9,730 $2.47M 2.52% -156 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 9,685 $2.46M 0.27% -3,150 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 9,951 $2.45M 0.95% -151 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 9,463 $2.45M 1.84% -70 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 9,652 $2.45M 1.87% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 9,643 $2.45M 0.67% -1,042 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 9,637 $2.45M 1.22% +928 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 9,629 $2.44M 1.12% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 9,629 $2.44M 1.85% -115 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 9,382 $2.44M 1.19% +817 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 8,819 $2.44M 0.48% +61 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 9,619 $2.44M 2.19% +913 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 9,615 $2.44M 1.25% +312 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 9,574 $2.43M 0.57% -21,636 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 9,562 $2.43M 2.4% -36 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,560 $2.43M 1.31% +756 13F-HR/A Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 9,546 $2.42M 1.57% -6,192 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 9,540 $2.42M 1.82% -86 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 9,522 $2.42M 2.06% +1,204 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 9,498 $2.41M 2.23% +86 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 9,498 $2.41M 1.16% +574 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 9,497 $2.41M 2.32% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,484 $2.41M 1.28% +55 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,482 $2.41M 1.55% +71 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9,480 $2.41M 1.24% -93 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 9,473 $2.4M 1.62% -31 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 9,469 $2.4M 2.11% -1,680 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 9,466 $2.4M 1.63% -1,531 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9,394 $2.4M 1.89% +2,816 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 9,442 $2.4M 1.36% +52 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 9,415 $2.39M 1.62% +16 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 8,139 $2.39M 2.99% +30 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 9,399 $2.39M 3.16% +4,790 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 9,387 $2.38M 0.74% -57 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 9,372 $2.38M 1.44% -136 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 9,368 $2.38M 0.72% -33 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 9,364 $2.38M 1.71% +396 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,354 $2.37M 0.91% +101 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,353 $2.37M 1.42% -128 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,353 $2.37M 0.52% -173 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,336 $2.37M 1.68% -373 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 9,326 $2.37M 0.49% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 9,300 $2.36M 2.57% +406 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 9,286 $2.36M 0.78% +790 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,836 $2.35M 1.57% +288 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 9,270 $2.35M 2.38% +47 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 9,270 $2.35M 1.76% 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,245 $2.35M 0.23% -75 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 9,242 $2.35M 1.68% -356 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9,239 $2.34M 0.65% +661 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 8,799 $2.34M 1.51% -148 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 9,234 $2.34M 1.34% -1,827 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 9,212 $2.34M 1.47% -107 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 9,203 $2.34M 1.24% +280 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 9,149 $2.32M 0.5% -430 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 9,147 $2.32M 1.82% +6,000 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 9,139 $2.32M 2.23% -898 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 9,067 $2.32M 1.72% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 9,126 $2.32M 1.62% -390 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 9,109 $2.31M 1.87% +33 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 9,106 $2.31M 0.47% -9 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 9,103 $2.31M 0.91% +235 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 9,097 $2.31M 2.44% -10 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 9,085 $2.31M 1.3% -4,124 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 9,071 $2.3M 1.98% -337 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,069 $2.3M 0.74% +1,119 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9,067 $2.3M 1% -1,151 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 9,066 $2.3M 0.83% -234 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 9,040 $2.29M 1.75% +361 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 9,034 $2.29M 2.27% -40 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 9,026 $2.29M 1.61% -367 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 9,024 $2.29M 1.35% -924 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 9,018 $2.29M 1.12% -633 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 9,017 $2.29M 0.23% -2,099 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 9,004 $2.29M 0.97% +250 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 9,003 $2.28M 1.69% -92 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 8,991 $2.28M 1% -26 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 8,986 $2.28M 0.34% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,748 $2.28M 1.28% +96 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,976 $2.28M 0.26% +5,193 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 8,974 $2.28M 0.82% +20 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 8,909 $2.28M 2.19% +23 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,967 $2.28M 0.33% -408 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 8,961 $2.27M 0.51% -1,145 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 8,957 $2.27M 0.94% +1,324 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,952 $2.27M 1.68% +114 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,918 $2.26M -6,783 Timeline Granite FO LLC More: the full row for Granite FO LLC 8,911 $2.26M 1.34% 0 13F-HR/A Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 8,351 $2.26M 1.27% 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 9,069 $2.26M 0.95% +247 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 8,900 $2.26M 0.66% +943 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 8,899 $2.26M 0.76% +291 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 8,889 $2.26M 0.87% +2 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 8,880 $2.25M 1.05% +1,701 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 8,866 $2.25M 0.68% +1,261 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 8,854 $2.25M 0.35% -154 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,849 $2.25M 0.92% -2,229 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 8,844 $2.24M 1.69% +61 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,832 $2.24M 0.67% +61 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 8,827 $2.24M 0.4% +1,080 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 8,819 $2.24M 1.43% -133 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,819 $2.24M 0.71% -415 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,815 $2.24M 0.35% -357 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,726 $2.23M 1.82% -1,024 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,795 $2.23M 0.92% -335 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 8,794 $2.23M 1.32% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 8,780 $2.23M 0.03% new 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 8,760 $2.22M 1.7% -257 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 8,740 $2.22M 0.36% +228 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 8,733 $2.22M 1% +263 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 8,733 $2.22M 1.08% -384 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 8,725 $2.21M 1.99% +720 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 8,724 $2.21M 0.96% -4 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 8,719 $2.21M 1.54% -9 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 12,896 $2.21M 1.48% +3,906 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,701 $2.21M 0.3% -197 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 8,690 $2.21M 1.8% -1,331 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 8,678 $2.2M 1.46% -288 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,667 $2.2M 1.31% +344 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 8,657 $2.2M 1.55% 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 8,647 $2.19M 0.33% -60 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 8,640 $2.19M 1.12% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,641 $2.19M 0.74% +768 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 8,637 $2.19M 0.96% -902 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 8,625 $2.19M 0.73% -5,133 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 8,609 $2.18M 1.25% -2,845 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 8,600 $2.18M 0.7% -501 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 8,595 $2.18M 2.15% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 8,593 $2.18M 1.84% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,591 $2.18M 2.29% +551 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,584 $2.18M 0.58% -220 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,581 $2.18M 0.77% +75 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 8,478 $2.17M 2.96% -99 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 8,542 $2.17M 2.04% +253 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 8,497 $2.17M 0.91% +303 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 8,541 $2.17M 2.06% -100 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,540 $2.17M 2.04% -195 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 8,539 $2.17M 0.54% +1 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 8,532 $2.17M 3.01% +139 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 8,517 $2.16M 1.74% -113 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 8,498 $2.16M 0.55% +562 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 8,494 $2.16M 0.64% -44 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,493 $2.16M 1.13% +761 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,322 $2.15M 0.3% 0 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 8,487 $2.15M 0.92% -37 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,479 $2.15M 1.32% +237 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 8,474 $2.15M 1.74% +11 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,460 $2.15M 0.63% -1,163 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 8,023 $2.15M 0.9% -935 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 8,289 $2.15M 0.39% +123 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 8,449 $2.14M 1.11% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 8,446 $2.14M 1.2% -41 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 8,442 $2.14M 0.41% -520 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 8,425 $2.14M 0.72% +209 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8,406 $2.13M 0.33% +151 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 8,390 $2.13M 0.67% +4,774 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,360 $2.12M 2.09% +46 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 8,358 $2.12M 1.42% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,350 $2.12M 0.58% -10,800 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8,346 $2.12M 1.14% +75 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,336 $2.12M 1.13% -268 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 8,335 $2.12M 2.59% +396 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 8,331 $2.11M 1.27% -11,787 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 8,303 $2.11M 0.39% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 8,279 $2.1M 1.09% -217 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 8,268 $2.1M 0.66% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 8,264 $2.1M 1.04% +2,110 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 8,263 $2.1M 2.16% +767 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 8,249 $2.09M 0.58% +3,846 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8,244 $2.09M 1.54% -321 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8,237 $2.09M 1.13% -13 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 8,225 $2.09M 0.58% -61 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,217 $2.09M 1.36% +710 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,215 $2.08M 0.7% +765 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,202 $2.08M 1.36% -142 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 8,199 $2.08M 1.58% 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 8,185 $2.08M 0.21% -132 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 8,183 $2.08M 0.71% +523 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,182 $2.08M 0.85% +697 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,177 $2.08M 0.59% +255 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,166 $2.07M 0.57% -38 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 8,154 $2.07M 1.7% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 8,385 $2.07M 0.66% -90 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 8,143 $2.07M 0.9% -27 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 8,136 $2.06M 0.26% -458 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 8,128 $2.06M 1.39% +875 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,124 $2.06M 1.89% -2,086 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,124 $2.06M 1.35% -124 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 8,123 $2.06M 1.24% +20 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 8,115 $2.06M 0.94% -7 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,101 $2.06M 1.17% +350 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 8,095 $2.05M 1.37% +34 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 8,088 $2.05M 0.29% +4,533 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 8,082 $2.05M 2.45% -42 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 8,076 $2.05M 1.35% +910 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 8,068 $2.05M 0.24% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 8,068 $2.05M 0.6% +2,835 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 8,063 $2.05M 0.93% 0 13F-HR Timeline