Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 1,587 $282K 0.04% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,587 $282K 0.1% -821 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,587 $282K 0.13% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,585 $282K 0.11% +24 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,584 $281K 0.19% +9 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,585 $281K 0.09% 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,581 $281K 0.12% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,574 $280K 0.16% +100 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,571 $279K 0.18% +31 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,570 $279K 0.09% +366 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,570 $279K 0.04% +463 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,567 $279K 0.09% +10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,572 $278K 0.07% +30 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,565 $278K 0.06% +25 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,564 $278K 0.03% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,376 $277K 0.14% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,561 $277K 0.13% +14 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,558 $277K 0.2% -277 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,551 $276K 0.09% -6 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 1,549 $275K 0.35% +25 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,542 $274K 0.19% 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,542 $274K 0.1% +30 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,538 $273K 0.05% -105 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 1,536 $273K 0.09% +172 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,536 $273K 0.05% +104 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,536 $273K 0.08% 0 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 1,535 $273K 0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. 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More: the full row for Arlington Capital Management, Inc. 1,506 $268K 0.19% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,505 $267K 0.18% -325 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 1,505 $267K 0.09% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,501 $267K 0.15% -36 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,500 $267K 0.18% 0 13F-HR Timeline Financial Insights, Inc. 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More: the full row for Braun-Bostich & Associates Inc. 1,496 $266K 0.19% -175 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,494 $265K 0.09% -190 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,494 $265K 0.05% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,494 $265K 0.3% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,493 $265K 0.2% 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,492 $265K 0.05% +42 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 1,488 $264K 0.26% 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,485 $264K 0.07% -100 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,482 $263K 0.2% -82 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,477 $262K 0.1% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 1,475 $262K 0.23% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,476 $262K 0.07% 0 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 1,470 $261K 0.23% -30 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,466 $260K 0.06% +14 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 1,465 $260K 0.18% 13F-HR Timeline Group AVENIR CORP More: the full row for AVENIR CORP 1,462 $260K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,461 $260K 0.11% +130 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,455 $259K 0.08% +205 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 1,453 $258K 0.06% +25 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,452 $258K 0.01% +176 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,486 $258K 0.18% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,449 $257K 0.13% -74 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,441 $256K 0.06% -149 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,440 $256K 0.23% 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,439 $256K 0.18% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,439 $256K 0.07% -11 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,437 $255K 0.14% +7 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,435 $255K 0.05% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,434 $255K 0.07% -87 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 1,433 $255K 0.06% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,431 $254K 0.15% -63 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,430 $254K 0.13% 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,421 $253K 0.17% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,419 $252K 0.04% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,419 $252K 0.23% 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 1,417 $252K 0.23% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,416 $252K 0.19% 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,416 $252K 0.1% -59 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,413 $251K 0.13% -13 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,411 $251K 0.09% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,408 $250K 0.02% -129 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,407 $250K 0.43% +117 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,407 $250K 0.04% -3,629 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,404 $250K 0.01% -30 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,404 $249K 0.13% -425 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,401 $249K 0.04% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,452 $249K 0.08% +241 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,460 $249K 0.14% +273 13F-HR Timeline United Bank More: the full row for United Bank 1,399 $249K 0.11% +300 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,399 $249K 0.17% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,393 $248K 0.09% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,394 $248K 0.09% -18 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,391 $247K 0.08% -105 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,459 $247K 0.09% -1 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,389 $247K 0.05% -155 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,388 $247K 0.07% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,387 $246K 0.04% -117 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,386 $246K 0.07% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,386 $246K 0.11% 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,389 $246K 0.15% +1 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,384 $246K 0.29% -214 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,384 $246K 0.19% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,383 $246K 0.08% -15 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,355 $246K 0.16% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,378 $245K 0.2% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,376 $245K 0.21% 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,376 $245K 0.03% +9 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,372 $244K 0.15% -114 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,234 $244K 0.01% -61 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,371 $244K 0.1% +14 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,261 $243K 0.12% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,369 $243K 0.07% +61 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 1,369 $243K 0.02% +198 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 1,365 $243K 0.03% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,361 $242K 0.09% -93 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 1,361 $242K 0.15% -37 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 1,360 $242K 0.04% +54 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 1,360 $242K 0.16% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,359 $241K 0.15% 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,358 $241K 0.2% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,357 $241K 0.02% -7,035 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,354 $241K 0.22% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,354 $241K 0.13% -135 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,354 $241K 0.09% +293 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,353 $240K 0.06% +25 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,352 $240K 0.1% -75 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,352 $240K 0.09% -750 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,351 $240K 0.04% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,350 $240K 0.08% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,349 $240K 0.07% +74 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,348 $240K 0.09% -5,441 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,348 $240K 0.14% +3 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,347 $239K 0.25% 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,341 $238K 0.12% +45 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,339 $238K 0.08% +36 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 1,335 $237K 0.22% 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,334 $237K 0.08% +1 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,335 $237K 0.02% +200 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,327 $236K 0.1% +1 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,326 $236K 0.08% +1 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,322 $235K 0.11% -89 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,316 $234K 0.05% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,316 $234K 0.12% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 1,312 $233K 0.05% -384 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,311 $233K 0.12% -42 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,310 $233K 0.22% 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 1,309 $233K 0.14% +41 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,308 $232K 0.13% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,308 $232K <0.01% -15 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,307 $232K 0.07% -647 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,306 $232K 0.02% -32 13F-HR/A Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,300 $231K 0.1% +267 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 1,300 $231K 0.08% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,300 $231K 0.22% 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,298 $231K 0.1% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,295 $230K 0.22% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,293 $230K 0.05% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,293 $230K 0.03% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,293 $230K 0.07% 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,291 $229K 0.08% +2 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 1,290 $229K 0.15% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,289 $229K 0.12% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,288 $229K 0.11% +21 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,287 $229K 0.1% -1,071 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,287 $229K 0.14% +247 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,286 $229K 0.19% -20 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,284 $228K 0.07% +132 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,282 $228K 0.08% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,273 $226K 0.12% +103 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,264 $225K 0.02% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,263 $224K 0.08% +150 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,261 $224K 0.15% 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,260 $224K 0.12% +211 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,255 $223K 0.22% 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,254 $223K 0.07% +90 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,252 $222K 0.23% +1 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 1,252 $222K 0.15% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,251 $222K 0.1% +6 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,250 $222K 0.11% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,248 $222K 0.07% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,246 $221K 0.08% +136 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,246 $221K 0.09% +4 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,245 $221K 0.18% 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,244 $221K 0.02% 0 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 1,244 $221K 0.11% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,254 $221K 0.16% -2 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,237 $220K 0.19% +127 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,235 $219K 0.1% +65 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,235 $219K 0.06% 0 13F-HR Timeline