LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,467 $1.64M 0.37% -200 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 7,468 $1.64M 0.62% +1 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,467 $1.64M 0.43% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 7,462 $1.64M 1.44% +683 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 7,460 $1.64M 1.04% -16 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,460 $1.64M 0.78% -2,073 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,447 $1.64M 0.42% -2,247 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 7,446 $1.63M 0.69% +6 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 7,439 $1.63M 1.11% +421 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,419 $1.63M 1.04% +70 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,406 $1.63M 0.88% +22 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 7,402 $1.63M 2.77% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,402 $1.63M 1.44% +845 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 7,399 $1.62M 0.6% +1,422 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,388 $1.62M 0.92% -650 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 7,373 $1.62M 0.74% +239 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 7,371 $1.62M 0.72% -209 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,368 $1.62M 0.56% -1 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 7,342 $1.61M 0.86% +53 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,340 $1.61M 1.67% -93 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 7,331 $1.61M 1.03% +194 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,302 $1.6M 0.4% +1 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 7,300 $1.6M 0.05% +1,000 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 7,292 $1.6M 1.2% +475 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,286 $1.6M 0.82% +113 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 7,284 $1.6M 1.3% -256 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 7,280 $1.6M 0.6% +4,594 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 7,279 $1.6M 1.06% -1,042 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 7,278 $1.6M 0.75% +17 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,246 $1.59M 0.06% new 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,244 $1.59M 0.22% +636 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 7,202 $1.58M 1.3% -1,560 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,201 $1.58M 0.49% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,199 $1.58M 1.17% -43 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,190 $1.58M 0.57% +161 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,188 $1.58M 1.22% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,187 $1.58M 0.96% -33 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,179 $1.58M 0.39% +2,746 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,166 $1.57M 0.37% +1,438 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 7,164 $1.57M 0.27% -595 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,122 $1.57M 1% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,144 $1.57M 0.07% +5 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,107 $1.57M 0.54% -17 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 7,137 $1.57M 0.95% +665 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 7,135 $1.57M 1.35% -23 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 7,302 $1.57M 0.55% -121 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 7,130 $1.57M 0.87% +260 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,126 $1.56M 0.69% +289 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 7,123 $1.56M 0.18% -74 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,120 $1.56M 0.36% +778 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 7,120 $1.56M 0.43% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,120 $1.56M 0.38% -90 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,118 $1.56M 0.43% +21 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 7,118 $1.56M 0.69% +243 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 7,116 $1.56M 0.49% +76 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,105 $1.56M 0.56% +1,198 13F-HR/A Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 7,098 $1.56M 0.33% +83 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 8,360 $1.56M 0.85% +330 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,093 $1.56M 1.44% +250 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 7,084 $1.56M 1.06% +686 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,078 $1.55M 0.42% -98 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 7,062 $1.55M 0.58% +79 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,058 $1.55M 0.22% +978 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 7,041 $1.55M 1.02% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 7,030 $1.54M 0.76% -55 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 7,023 $1.54M 0.66% +1,609 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 7,011 $1.54M 0.45% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 7,010 $1.54M 0.95% +4,272 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 7,010 $1.54M 0.06% -342 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,003 $1.54M 0.47% +1,981 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 7,000 $1.54M 0.01% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,000 $1.54M 0.1% +1,871 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,998 $1.54M 0.24% +344 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 6,290 $1.54M 0.53% +352 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,179 $1.53M 0.82% +111 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 6,988 $1.53M 0.44% +1,412 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 6,973 $1.53M 0.37% +513 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 6,960 $1.53M 0.62% -387 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,957 $1.53M 0.86% +83 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,956 $1.53M 0.63% +1,455 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 6,956 $1.53M 1.11% -620 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 6,947 $1.53M 0.75% +86 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,949 $1.52M 0.45% -30 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 6,935 $1.52M 0.85% -8 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,930 $1.52M 0.12% +232 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,929 $1.52M 0.43% +32 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,919 $1.52M 0.81% -47 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,884 $1.52M 0.27% +54 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 6,813 $1.52M 1.07% +633 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 6,911 $1.52M 1.12% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,909 $1.52M 1.13% -47 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,902 $1.52M 0.93% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,893 $1.51M 0.71% 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,873 $1.51M 1.37% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 6,871 $1.51M 0.4% +192 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,862 $1.51M 0.29% +862 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 6,857 $1.51M 0.56% -16 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,839 $1.5M 0.49% -70 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 6,826 $1.5M 0.46% -74 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,819 $1.5M 0.34% +339 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,818 $1.5M 1.14% -37 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 6,817 $1.5M 0.19% +1,533 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,803 $1.49M 0.9% +103 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,788 $1.49M 0.18% +1,195 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,781 $1.49M 0.37% -278 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,760 $1.48M 0.42% +723 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,754 $1.48M 0.72% -191 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,749 $1.48M 0.67% 0 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 6,745 $1.48M 0.86% 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 6,736 $1.48M 0.83% +310 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,931 $1.48M 0.52% -271 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,727 $1.48M 0.22% +449 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 6,717 $1.47M 1.09% -40 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 6,716 $1.47M 0.27% +122 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 6,712 $1.47M 1.83% 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,711 $1.47M 0.54% +422 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,709 $1.47M 1.23% -4,059 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,703 $1.47M 0.85% +1,192 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,700 $1.47M 0.16% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 6,700 $1.47M 0.73% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,700 $1.47M <0.01% +300 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 6,698 $1.47M 0.34% -559 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 6,697 $1.47M 0.48% -78 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,697 $1.47M 0.64% -951 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 6,696 $1.47M 2.06% 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,614 $1.47M 0.61% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,684 $1.47M 0.62% +47 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 6,680 $1.47M 0.87% -462 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,679 $1.47M 0.77% -89 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 6,654 $1.46M 0.62% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,634 $1.46M 0.8% +640 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 6,627 $1.46M 0.96% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,619 $1.45M 0.32% +52 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,598 $1.45M 0.91% -170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,510 $1.45M 1.74% +40 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,592 $1.45M 1.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,590 $1.45M 0.46% +105 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,586 $1.45M 0.76% -17 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 6,581 $1.44M 0.43% +1,091 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,562 $1.44M 0.37% +1,557 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,315 $1.44M 1.02% -3 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 6,550 $1.44M 0.49% +3,077 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,548 $1.44M 0.49% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,522 $1.43M 0.44% +42 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,518 $1.43M 0.7% +48 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,515 $1.43M 0.37% -598 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 6,507 $1.43M 0.38% -160 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,504 $1.43M <0.01% +475 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 6,500 $1.43M 3.72% -3,000 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,499 $1.43M 0.29% -132 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 6,499 $1.43M 1.19% -3,752 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6,495 $1.43M 1.1% +142 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,490 $1.43M 0.42% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 6,234 $1.42M 0.53% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,461 $1.42M 0.4% +2,072 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 6,451 $1.42M 0.73% -110 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,451 $1.42M 0.42% -97 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 6,440 $1.41M 0.55% +13 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,427 $1.41M 0.28% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Corsicana & Co. More: the full row for Corsicana & Co. 6,405 $1.41M 0.79% 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 6,400 $1.41M 0.01% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,391 $1.4M 0.79% -50,834 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 6,373 $1.4M 0.13% +38 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,371 $1.4M 0.31% +322 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,362 $1.4M 0.24% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,328 $1.39M 0.21% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,319 $1.39M 0.26% +4 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 6,313 $1.39M 0.29% +260 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 6,312 $1.39M 0.48% +47 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,310 $1.39M 0.68% -562 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 6,291 $1.38M 0.95% 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 6,281 $1.38M 1.07% +34 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 6,278 $1.38M 0.23% -321 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,269 $1.38M 0.32% +4 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 6,259 $1.37M 0.44% +400 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,254 $1.37M 0.2% -360 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,236 $1.37M 1.09% +37 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,231 $1.37M 0.18% -241 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 6,228 $1.37M 0.99% -46 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,210 $1.36M 0.3% -32 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,210 $1.36M 0.2% +180 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,199 $1.36M 0.14% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6,184 $1.36M 0.35% -270 13F-HR Timeline CWC Advisors, LLC. 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