Sierra Legacy Group More: the full row for Sierra Legacy Group 6,657 $1.54M 1.13% -60 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 6,656 $1.54M 0.42% -355 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 6,653 $1.54M 0.12% +4,226 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,650 $1.53M 0.59% -306 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 6,625 $1.53M 1.7% +1,520 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,621 $1.53M 0.47% +489 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,784 $1.53M 0.7% 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 6,607 $1.53M 0.81% -129 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 6,600 $1.52M 0.86% +195 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 6,592 $1.52M 0.62% +1,178 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,591 $1.52M 0.18% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,589 $1.52M 0.45% +2,323 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,589 $1.52M 0.77% -90 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,238 $1.52M 0.77% +59 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,563 $1.51M 0.39% +1 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 7,285 $1.51M 0.91% +472 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 6,559 $1.51M 0.23% +1,329 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 6,554 $1.51M 1.04% +5,173 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 6,549 $1.51M 0.31% +236 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,537 $1.51M 0.15% -21,314 13F-HR Timeline Group Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 6,536 $1.51M 0.28% 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,535 $1.51M 0.42% +660 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,527 $1.51M 1.62% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,510 $1.5M 0.11% -420 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 6,510 $1.5M 0.38% +3 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6,504 $1.5M 1.19% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6,497 $1.5M 0.37% +313 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,492 $1.5M 0.46% -98 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 6,491 $1.5M 0.14% +118 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 6,490 $1.5M 0.43% -91 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,485 $1.5M 0.73% -33 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 6,481 $1.5M 1.56% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,480 $1.5M 0.77% +928 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,480 $1.5M 0.45% -42 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 6,451 $1.49M 1.01% +223 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 6,439 $1.49M 1.18% 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,438 $1.49M 0.7% -455 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,431 $1.48M 0.43% +832 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 6,429 $1.48M 0.81% +1,313 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,426 $1.48M 0.8% -208 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 6,403 $1.48M 1.27% +1,000 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 6,400 $1.48M 0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,398 $1.48M 0.31% +1,105 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,394 $1.48M 0.71% +239 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,389 $1.47M 0.34% -1,288 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 6,386 $1.47M 0.77% -1,383 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,382 $1.47M 1.39% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6,368 $1.47M 0.1% -1,155 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 6,365 $1.47M 1.55% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,362 $1.47M 0.28% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 6,354 $1.47M 0.52% +42 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,349 $1.47M 0.19% -709 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 6,336 $1.46M 0.44% +2,864 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 6,335 $1.46M 0.81% 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,331 $1.46M 0.32% +62 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,319 $1.46M 1% -273 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,319 $1.46M 1.5% +690 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,314 $1.46M 0.51% -397 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,544 $1.46M 0.58% +1,349 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,313 $1.46M 0.53% -1,161 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,312 $1.46M 0.59% +813 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 6,303 $1.45M 0.03% +343 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 6,300 $1.45M 0.04% -1,000 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 6,292 $1.45M 0.18% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 6,291 $1.45M 0.73% -160 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 6,288 $1.45M 1.74% 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 6,288 $1.45M 1.3% 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,275 $1.45M 1.04% -40 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,271 $1.45M 0.19% +40 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,255 $1.44M 0.26% -64 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 6,251 $1.44M 0.43% -1,619 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,237 $1.44M 1.32% -18,731 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 6,237 $1.44M 1.08% -22,269 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,237 $1.44M 1.08% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,234 $1.44M 0.13% +2,530 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,227 $1.44M 0.29% -272 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 6,223 $1.44M 0.54% +232 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 6,215 $1.43M 0.27% +621 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 6,211 $1.43M 1.5% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,206 $1.43M 0.26% +295 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,200 $1.43M 0.84% +430 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,497 $1.43M 0.5% +356 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,188 $1.43M 0.33% 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,187 $1.43M 0.3% -184 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 6,173 $1.42M 0.81% +57 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 6,170 $1.42M 0.89% 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,163 $1.42M 1.08% 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,161 $1.42M 0.51% -536 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,147 $1.42M 1.45% +42 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,134 $1.42M 0.2% -120 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,133 $1.42M 0.16% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,832 $1.41M 0.8% +797 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 6,106 $1.41M 0.27% +3,402 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,090 $1.41M 0.65% -659 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,087 $1.41M 0.27% +801 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 6,087 $1.41M 1.32% 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 6,086 $1.4M 0.23% -630 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,079 $1.4M 0.78% +433 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6,074 $1.4M 0.22% +22 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 6,060 $1.4M 0.37% +130 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 6,066 $1.4M 0.19% +575 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 6,063 $1.4M 0.15% -50 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,058 $1.4M 0.58% +143 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,055 $1.4M 0.28% +128 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 6,042 $1.39M 1.25% 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 6,040 $1.39M 0.24% -2,000 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 6,032 $1.39M 0.75% +54 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 6,022 $1.39M 1.1% -259 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,020 $1.39M 0.75% +20 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 6,014 $1.39M 0.33% +284 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 6,010 $1.39M 0.97% 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 6,000 $1.38M 1.08% 0 13F-HR Timeline 14B Captial Management LP More: the full row for 14B Captial Management LP 6,000 $1.38M 1.11% new 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 6,000 $1.38M 1.7% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,999 $1.38M 0.36% +161 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,986 $1.38M 0.55% +276 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,985 $1.38M 0.36% -1,093 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 5,984 $1.38M 1.36% 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,966 $1.38M 0.87% +1,817 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,961 $1.38M 0.33% -118 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,960 $1.38M 0.72% +5 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 5,957 $1.38M 0.52% -193 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5,936 $1.37M 1.35% 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 5,934 $1.37M 1.18% 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 5,550 $1.37M 1.38% -1,854 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 5,922 $1.37M 0.58% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,920 $1.37M 0.37% -6 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,911 $1.36M 0.23% +14 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 5,531 $1.36M 0.21% +293 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 5,893 $1.36M 1.01% 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,887 $1.36M 1.29% 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 5,881 $1.36M 0.3% +2,607 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,689 $1.36M 0.42% -44 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 6,788 $1.35M 1.31% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,864 $1.35M 0.71% +99 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 5,862 $1.35M 0.79% +67 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,852 $1.35M 0.26% +348 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,846 $1.35M 0.01% -65,502 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,835 $1.35M 1.01% +600 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,831 $1.35M 0.64% +1,384 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 5,830 $1.35M 0.24% -54 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 5,828 $1.35M new Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 5,821 $1.34M 0.38% +16 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,817 $1.34M 1.15% -3,283 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5,812 $1.34M 0.59% +336 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 5,807 $1.34M 0.22% -62 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 5,802 $1.34M 0.68% +111 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,781 $1.33M 0.91% +8 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 5,758 $1.33M 1.36% 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 5,754 $1.33M 0.26% +532 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 5,753 $1.33M 0.81% +541 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,737 $1.32M 0.57% -38 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,733 $1.32M 0.24% +21 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,729 $1.32M 0.28% -110 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,835 $1.32M 0.2% 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,724 $1.32M 0.63% -2,496 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 5,722 $1.32M 0.52% -1,266 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,718 $1.32M 0.31% +496 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,715 $1.32M 0.62% +595 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,714 $1.32M 1.45% +30 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 5,711 $1.32M 0.85% +116 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,699 $1.32M 0.89% +15 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,689 $1.31M 0.28% -23 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,684 $1.31M 0.52% +60 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,678 $1.31M 0.28% -532 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,667 $1.31M 0.29% +264 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 5,663 $1.31M 0.94% -230 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 97,060 $1.31M 1.01% +91,244 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 5,653 $1.3M 0.37% -171 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,636 $1.3M 1.57% +444 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 5,633 $1.3M 0.84% +4,253 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 5,618 $1.3M 1.07% +774 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 5,607 $1.29M 0.42% +126 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,601 $1.29M 0.29% +717 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 5,598 $1.29M 1.16% 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,594 $1.29M 0.58% +84 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,590 $1.29M 0.13% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 5,593 $1.29M 0.73% +1,379 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,588 $1.29M 0.26% +61 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,583 $1.29M 0.57% -43 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 5,580 $1.29M 0.49% -75 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,565 $1.28M 0.35% +346 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 5,565 $1.28M 0.32% -40 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,564 $1.28M 0.6% -20 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,554 $1.28M 0.37% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,549 $1.28M 0.67% -2,650 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,549 $1.28M 0.39% -293 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,544 $1.28M 0.23% +593 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 5,541 $1.28M 0.74% +124 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 5,537 $1.28M 0.63% +591 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,533 $1.28M 0.54% +173 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,324 $1.28M 1.65% +406 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 5,527 $1.28M 0.62% -626 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,524 $1.28M 0.98% -12 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 5,514 $1.27M 0.7% +14 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,503 $1.27M 0.11% -143 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 5,503 $1.27M 0.7% +622 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,500 $1.27M 0.07% -1,500 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,498 $1.27M 0.73% +159 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,497 $1.27M 0.6% -88 13F-HR Timeline