Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,536 $322K 0.13% +11 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,536 $322K 0.1% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,531 $321K 0.13% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,529 $320K 0.06% +37 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,551 $320K 0.18% -60 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,527 $320K 0.11% +136 13F-HR Timeline Disciplined Investors, L.L.C. 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More: the full row for Braun-Bostich & Associates Inc. 1,443 $302K 0.22% -53 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,443 $302K 0.16% -191 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,440 $302K 0.19% new 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,439 $301K 0.21% 0 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,437 $301K 0.01% -191 13F-HR Timeline Group Maltin Wealth Management, Inc. 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More Investments Ltd 1,408 $295K 0.03% +39 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,401 $294K 0.04% 0 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1,400 $293K 0.14% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,399 $293K 0.29% new 13F-HR Timeline United Bank More: the full row for United Bank 1,399 $293K 0.12% 0 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 1,396 $292K 0.08% -771 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,396 $292K 0.19% 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,395 $292K 0.08% -734 13F-HR Timeline Sage Financial Management Group, Inc. 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More: the full row for Seed Wealth Management, Inc. 1,378 $289K 0.24% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,374 $288K 0.2% -42 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,374 $288K 0.06% -15 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,652 $288K 0.06% -16 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,372 $287K 0.03% +128 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,372 $287K 0.19% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,370 $287K 0.1% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,365 $286K 0.03% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,364 $286K 0.11% +3 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,364 $286K 0.25% +17 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,361 $285K 0.04% +10 13F-HR Timeline Patten Group, Inc. 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More: the full row for Momentous Wealth Management, Inc. 1,338 $280K 0.2% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,336 $280K 0.09% +10 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,335 $280K 0.07% -187 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,335 $280K 0.36% -49 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 1,335 $280K 0.25% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,335 $280K 0.12% -69 13F-HR Timeline Garde Capital, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 1,326 $278K 0.14% +138 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,325 $278K 0.21% -59 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,325 $278K 0.26% +15 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,320 $277K 0.18% +59 13F-HR Timeline Lifestyle Asset Management, Inc. 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More: the full row for Planning Center, Inc. 1,293 $271K 0.03% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,292 $271K 0.13% new 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,292 $271K 0.1% +1 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,291 $271K 0.17% +2 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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More: the full row for Great Lakes Retirement, Inc. 1,275 $267K 0.03% +57 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,273 $267K 0.13% new 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,269 $266K 0.15% -72 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,264 $265K 0.02% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,259 $264K 0.1% -4 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,258 $264K 0.09% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,254 $263K 0.05% +106 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,253 $263K 0.26% +1 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 1,252 $262K 0.17% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,252 $262K 0.12% +1 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,250 $262K 0.13% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,249 $262K 0.08% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,247 $261K 0.02% -161 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 1,244 $261K 0.14% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,240 $260K 0.18% +40 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,237 $259K 0.1% -295 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,237 $259K 0.11% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,235 $259K 0.07% -1,601 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,235 $259K 0.19% -15 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,235 $259K 0.08% +45 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,232 $258K 0.09% -50 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,230 $258K 0.13% -70 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,229 $258K 0.22% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,228 $257K 0.05% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,226 $257K 0.12% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,221 $256K 0.1% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,221 $256K 0.08% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,415 $255K 0.1% -44 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,218 $255K 0.14% -12 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,215 $255K 0.06% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,215 $255K 0.08% -295 13F-HR Timeline SPC Financial, Inc. 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