TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,927 $1.7M 0.26% -15,026 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,911 $1.7M 0.94% -231 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,890 $1.69M 1.34% +121 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,874 $1.69M 1.68% -207 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8,866 $1.69M 0.52% +1,468 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 8,849 $1.68M 0.26% +5,961 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,834 $1.68M 0.3% -1,436 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 8,821 $1.68M 0.62% -276 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8,815 $1.68M 0.21% -215 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 8,805 $1.68M 1.32% +88 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 8,805 $1.68M 0.67% +599 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 8,800 $1.67M 0.68% 0 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 8,785 $1.67M 1.4% +335 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 8,772 $1.67M 0.71% -353 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 8,765 $1.67M 0.51% +210 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 8,762 $1.67M 1.81% -7,912 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,754 $1.67M 0.57% +1,547 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,732 $1.66M 0.46% +41 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,726 $1.66M 0.55% +266 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,720 $1.66M 0.8% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 8,710 $1.66M 0.93% -133 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 8,725 $1.65M 0.49% +24 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 8,689 $1.65M 0.41% +373 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,689 $1.65M 0.43% +840 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 8,689 $1.65M 0.73% -2,448 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 8,689 $1.65M 0.94% +1,160 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 8,684 $1.65M 1.21% -836 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,678 $1.65M 0.36% +645 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 8,670 $1.65M 0.87% +125 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 8,668 $1.65M 3.32% -2,761 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 8,663 $1.65M 0.33% +16 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 8,649 $1.65M 0.79% -1,018 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,647 $1.65M 0.82% -207 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 8,644 $1.64M 0.81% -13,878 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,611 $1.64M 0.29% +1,244 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 8,598 $1.64M 1.61% -1,072 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,592 $1.63M 0.54% -114 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 8,585 $1.63M 0.24% +2,420 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,555 $1.63M 0.6% +792 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 8,554 $1.63M 0.76% +540 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 59,098 $1.62M 0.27% +8,942 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 8,533 $1.62M 0.55% -96 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 8,530 $1.62M 1.58% -364 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,527 $1.62M 0.17% -305 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 8,526 $1.62M 0.1% +1,867 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,518 $1.62M 0.81% +47 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 8,518 $1.62M 1.91% -38 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 8,517 $1.62M 0.56% -922 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 8,500 $1.62M 0.29% +467 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,477 $1.61M 1.23% -4 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,474 $1.61M 0.72% +390 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,469 $1.61M 0.66% +2,760 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,468 $1.61M 1.09% +379 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,332 $1.61M 0.41% +365 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,443 $1.61M 0.7% +264 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,437 $1.61M 0.98% -65 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,437 $1.61M 1.6% 0 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8,413 $1.6M 1.21% -280 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 8,399 $1.6M 0.67% +290 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,393 $1.6M 0.52% +77 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,366 $1.59M 1.44% -112 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 8,363 $1.59M 1.52% -7 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 8,354 $1.59M 0.83% +628 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,060 $1.59M 0.74% +449 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 8,345 $1.59M 0.27% -22,503 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 8,331 $1.59M 1.13% -37 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 8,325 $1.58M 1% +270 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 8,290 $1.58M 0.53% +27 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,189 $1.58M 0.52% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 8,277 $1.57M 0.51% +1,221 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 8,275 $1.57M 0.07% -21 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 8,231 $1.57M 0.75% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 8,219 $1.56M 1.77% -280 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 8,204 $1.56M 0.67% +260 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,193 $1.56M 0.15% +3,030 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,265 $1.56M 1.11% -340 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 8,993 $1.56M 0.5% -465 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,161 $1.55M 0.93% -329 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,154 $1.55M 0.88% -563 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 8,153 $1.55M 0.65% -5 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,145 $1.55M 0.19% +698 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 8,145 $1.55M 1.15% +450 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,145 $1.55M 0.59% -703 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,050 $1.55M 0.98% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 8,127 $1.55M 1.01% -246 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 8,127 $1.55M 0.29% -270 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,120 $1.54M 0.41% +1,011 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 8,118 $1.54M 0.53% +1,001 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 8,118 $1.54M 0.32% -384 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 8,114 $1.54M 1.08% -1,024 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 8,112 $1.54M 0.89% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,111 $1.54M 1.53% +1,394 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 8,092 $1.54M 1.33% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,090 $1.54M 0.62% -115 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 8,080 $1.54M 0.75% +215 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,060 $1.53M 0.83% +3,900 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 8,056 $1.53M 0.4% -600 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 8,045 $1.53M 1% +860 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,032 $1.53M 0.38% -817 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,030 $1.53M 0.59% +18 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 8,026 $1.53M 0.47% -1,830 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 8,013 $1.52M 4.54% -12,262 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,003 $1.52M 0.95% +395 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 7,996 $1.52M 1.12% -33 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 7,980 $1.52M 0.32% -44 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7,975 $1.52M 0.82% -80 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 7,958 $1.51M 1.16% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,946 $1.51M 0.25% -154 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 7,939 $1.51M 0.87% -1,189 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,933 $1.51M 0.41% -914 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,933 $1.51M 0.46% -533 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 7,932 $1.51M 1.09% -6,104 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7,916 $1.51M 0.79% +327 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 7,912 $1.51M 1.25% -260 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 8,340 $1.5M 0.79% +420 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,900 $1.5M 0.51% +5 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 7,900 $1.5M 0.53% -200 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,875 $1.5M 1.56% -8,022 13F-HR/A Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 7,865 $1.5M 1.65% -293 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,862 $1.5M 1.45% +117 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 7,855 $1.49M 1.77% -688 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,760 $1.49M 0.84% -1,847 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,830 $1.49M 0.15% -905 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 7,803 $1.48M 0.91% +17 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,793 $1.48M 0.36% +824 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,789 $1.48M 0.41% +154 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 7,778 $1.48M 0.79% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,749 $1.47M 1.12% +423 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 7,744 $1.47M 0.5% +1,070 13F-HR/A Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,737 $1.47M 0.48% +257 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 7,732 $1.47M 0.15% +50 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 7,703 $1.47M 1.46% -173 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,702 $1.47M 0.67% +795 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,699 $1.46M 0.61% +1,134 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 7,752 $1.46M 1.31% +125 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 7,675 $1.46M 1.12% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 7,675 $1.46M 1.3% -304 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,654 $1.46M 0.4% +106 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,638 $1.45M 0.57% +10 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,636 $1.45M 1.1% +358 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 7,631 $1.45M 1.26% -1,925 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 7,625 $1.45M 0.65% -792 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,620 $1.45M 1.18% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,606 $1.45M 1.4% +1,047 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 7,593 $1.44M 1.23% -598 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 7,582 $1.44M 0.07% -358 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 7,576 $1.44M 1.31% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,574 $1.44M 0.17% -42 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 7,573 $1.44M 0.98% -413 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,562 $1.44M 0.43% +1,553 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 7,554 $1.44M 0.23% +623 13F-HR/A Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,552 $1.44M 1.3% +78 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,551 $1.44M 1.63% +210 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,548 $1.44M 0.97% -642 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7,544 $1.44M 0.98% +2,255 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 7,533 $1.43M 0.85% -152 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,533 $1.43M 0.31% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,511 $1.43M 0.8% +192 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,508 $1.43M 0.28% -445 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 7,506 $1.43M 0.93% -199 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,502 $1.43M 0.59% +1,433 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,501 $1.43M 0.71% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,496 $1.43M 0.77% -170 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,494 $1.43M 0.56% +1,080 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,494 $1.43M 0.42% -1,462 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 7,452 $1.42M 0.6% +26 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 7,442 $1.42M 0.32% -1,973 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 7,438 $1.42M 0.54% +22 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 7,431 $1.41M 0.42% +295 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,411 $1.41M 0.23% -1,656 13F-HR Timeline GARNET EQUITY CAPITAL HOLDINGS, INC. More: the full row for GARNET EQUITY CAPITAL HOLDINGS, INC. 7,400 $1.41M 0.79% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,396 $1.41M 0.3% +906 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,384 $1.4M 0.25% +1,605 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,379 $1.4M 0.32% +6,258 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,373 $1.4M 0.91% +20 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,360 $1.4M 0.13% +267 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 7,350 $1.4M 1.2% -71 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 7,347 $1.4M 0.69% +386 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 7,341 $1.4M 0.99% -453 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 7,340 $1.4M 0.48% +3,535 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 7,336 $1.4M 1.27% -121 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,328 $1.39M 0.37% -3,230 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 7,323 $1.39M 1.54% +712 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,321 $1.39M 0.82% -254 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,317 $1.39M 0.27% -3,223 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 7,305 $1.39M 0.59% +2,127 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 7,304 $1.39M 1.19% -39 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 7,429 $1.39M 0.56% -353 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,274 $1.38M 0.41% -671 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 7,267 $1.38M 1.13% +227 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,258 $1.38M 0.59% +330 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 7,240 $1.38M 0.19% +20 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 7,239 $1.38M 0.64% +244 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 7,230 $1.38M 0.59% +325 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,220 $1.37M 0.95% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,218 $1.37M 1.21% +29 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,207 $1.37M 0.11% +264 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,201 $1.37M 0.47% +66 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,189 $1.37M 0.48% -95 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,175 $1.37M 1.11% +62 13F-HR Timeline