Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,740 $422K 0.04% +1,147 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,730 $421K 0.1% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,713 $420K 0.01% -61 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,774 $416K 0.08% -2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,647 $415K 0.04% -1,280 13F-HR Timeline Brand Asset Management Group, Inc. 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More: the full row for Parkshore Wealth Management, Inc. 4,234 $311K 0.18% -3,255 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,233 $311K 0.11% +1,084 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,228 $311K 0.24% +165 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,223 $310K 0.15% -238 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,190 $308K 0.02% +352 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 4,179 $307K 0.09% +213 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,177 $307K 0.06% -29 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,156 $305K 0.06% +4 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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More: the full row for Cornerstone Management, Inc. 4,128 $303K 0.06% -11 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,115 $302K 0.33% -62 13F-HR/A Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 4,097 $301K 0.13% -396 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,087 $300K 0.02% -171 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,080 $300K 0.07% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,077 $299K 0.04% -466 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,068 $299K 0.03% -158 13F-HR Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,046 $297K 0.3% -1,248 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,003 $294K 0.05% +373 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,002 $294K 0.02% +850 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,974 $292K 0.17% -1,000 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,939 $289K 0.13% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,928 $289K 0.27% 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,927 $288K 0.25% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,924 $288K 0.26% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,924 $288K 0.01% -162 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,916 $288K 0.02% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,897 $286K 0.14% -1,451 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,875 $285K 0.11% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,868 $284K 0.07% -325 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,883 $284K 0.06% +76 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,862 $284K 0.08% -115,232 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,842 $282K 0.16% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,800 $277K 0.11% -50 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,762 $276K 0.19% -25 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,744 $275K 0.15% -285 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Community Bank, N.A. 3,545 $260K 0.03% -180 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,541 $260K 0.12% +684 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,577 $259K 0.11% 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,530 $259K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,524 $259K 0.07% -208 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,524 $259K 0.21% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,522 $259K 0.01% +133 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,521 $259K 0.05% -69 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,515 $258K 0.02% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,511 $258K 0.07% -2,835 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 3,509 $258K 0.17% -110 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,508 $258K 0.02% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,448 $253K 0.14% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,445 $253K 0.11% +136 13F-HR Timeline Warwick Investment Management, Inc. 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More: the full row for Momentous Wealth Management, Inc. 3,301 $242K 0.17% -759 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,299 $242K 0.04% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,284 $241K 0.1% +997 13F-HR Timeline Vawter Financial, Ltd. 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More: the full row for Baskin Financial Services Inc. 3,185 $234K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,177 $233K 0.03% -70 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,166 $233K 0.17% +7 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,164 $232K 0.03% 0 13F-HR/A Timeline Group Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 3,160 $232K 16.04% -151,667 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,138 $230K 0.16% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,135 $230K 0.08% -652 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $230K 0.17% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. 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