SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,772 $350K 0.06% +20 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,770 $350K 0.13% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,766 $350K 0.05% -5,406 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,759 $349K 0.06% -200 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,739 $348K 0.04% +57 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 4,730 $347K 0.31% +19 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,722 $347K <0.01% +4 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,721 $347K 0.06% 0 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 4,713 $346K 0.22% -1,143 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,713 $346K 0.04% -200 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,704 $345K 0.02% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,700 $345K 0.11% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,695 $345K 0.09% +3,899 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,675 $343K 0.1% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 4,660 $342K 0.08% +653 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,542 $333K 0.04% -324 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,537 $333K 0.09% -135 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,524 $332K 0.25% -35,001 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,519 $332K 0.16% +1,951 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,499 $330K 0.22% 0 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,497 $330K 0.04% +134 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,483 $329K 0.05% +153 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,469 $328K 0.13% +539 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,466 $328K 0.12% +180 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,446 $326K 0.06% -66 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,442 $326K 0.01% +520 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,424 $325K 0.02% +11 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,418 $324K 0.05% +44 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,402 $323K 0.15% -329 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,400 $323K 0.02% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,388 $322K 0.03% -432 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,376 $321K 0.08% +58 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,365 $321K 0.04% -8,871 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,359 $320K <0.01% -5,814 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,352 $319K 0.01% -1,694 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,351 $319K 0.01% +1,649 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,346 $319K 0.1% -2,946 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 4,341 $319K 0.11% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,335 $318K 0.02% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,307 $316K 0.04% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 4,307 $316K 0.27% +500 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,304 $316K 0.2% +77 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,282 $314K 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,276 $314K 0.01% +663 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,259 $313K 0.09% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,244 $312K 0.08% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,229 $310K 0.11% 0 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 4,209 $309K 0.18% +563 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 4,197 $308K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,182 $307K 0.02% +46 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,176 $307K 0.02% -110 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,175 $306K 0.07% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,168 $306K 0.1% -236 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,150 $305K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,139 $304K 0.07% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,128 $303K 0.23% -3,203 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 798 $303K 0.17% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,119 $302K 0.1% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,119 $302K 0.02% -240 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,103 $301K 0.04% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 4,094 $301K 0.21% -266 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,113 $299K 0.2% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 4,076 $299K 0.26% +420 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,075 $299K 0.08% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,068 $299K <0.01% 0 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,067 $299K 0.13% -1,000 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,059 $298K 0.05% +2,858 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,055 $298K 0.2% -2,013 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,055 $295K 0.09% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 4,020 $295K 0.21% -40 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,008 $294K 0.06% -212 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,000 $294K 0.02% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,127 $294K 0.07% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,994 $293K 0.07% -936 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,988 $293K 0.02% -129 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,000 $293K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,985 $293K 0.02% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,983 $292K 0.04% +14 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,970 $291K 0.09% -382 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 3,966 $291K 2.08% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,924 $288K 0.02% -125 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,915 $287K 0.01% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 3,912 $287K 0.13% -2,806 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 3,900 $286K 0.1% +1,125 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,898 $286K 0.17% +5 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,888 $285K 0.04% +169 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,828 $281K 0.24% -29 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,827 $281K 0.01% +308 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,821 $281K 0.04% +403 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,818 $280K 0.04% -295 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,814 $280K 0.04% -4,147 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,805 $279K 0.05% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,861 $279K 0.09% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,801 $279K 0.06% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,828 $279K 0.24% +955 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,785 $278K 0.06% +146 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,785 $278K 0.03% -1,197 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,783 $278K 0.03% +822 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,771 $277K 0.02% -124 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,763 $276K 0.01% +161 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,767 $275K 0.16% +13 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,739 $274K 0.03% -119,892 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,739 $274K <0.01% new 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 3,722 $273K 0.07% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,720 $273K 0.03% -841 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,771 $273K 0.07% +50 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,711 $272K 0.16% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,708 $272K 0.06% -350 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,702 $272K 0.03% -431 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 3,695 $271K 0.02% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,663 $269K 0.01% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,645 $268K 0.04% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,637 $267K 0.13% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,665 $266K 0.01% +400 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,627 $266K 0.07% +83 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,620 $266K 0.14% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,615 $265K 0.03% -225 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,615 $265K 0.02% 0 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 3,583 $263K 0.19% +678 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 3,583 $263K 0.22% +102 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,596 $262K 0.06% -3 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,570 $262K 0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,568 $262K 0.1% +3,568 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,560 $261K 0.04% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,554 $261K 0.18% +1,352 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,493 $261K 0.01% -209 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,541 $260K 0.08% -300 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,572 $260K 0.05% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,530 $259K 0.03% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,515 $258K 0.09% -330 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,514 $258K <0.01% -410 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $257K 0.1% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,497 $257K 0.04% -68 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,483 $256K 0.03% -23 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,461 $254K 0.17% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,445 $253K 0.08% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,443 $253K 0.03% +81 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,440 $253K 0.07% +433 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,435 $252K 0.02% -553 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,429 $252K 0.02% +176 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,449 $250K 0.04% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,404 $250K 0.02% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,403 $250K 0.09% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,385 $248K 0.09% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,372 $248K 0.07% +33 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,352 $246K 0.18% -269 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,333 $245K 0.07% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,300 $242K <0.01% -2,813 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,294 $242K 0.01% -59 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,294 $242K 0.06% -92 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,270 $240K 0.02% +26 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,264 $240K 0.01% +2,774 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,280 $239K 0.08% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,242 $238K 0.11% +32 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,242 $238K 0.01% +32 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,242 $238K 0.01% -93,348 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,207 $235K 0.06% +324 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,203 $235K -77,893 Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,191 $234K 0.07% -781 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,188 $234K 0.04% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 3,185 $234K 0.02% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,168 $233K 0.07% -431 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 Timeline Group Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $231K 0.16% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,165 $231K 0.08% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,151 $231K 0.05% -1,941 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,146 $231K 0.01% -1,946 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,145 $231K 0.01% +3,045 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,190 $231K 0.07% -38 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,139 $230K 0.03% -111 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,125 $229K 0.04% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,120 $229K 0.01% -2,838 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,106 $228K 0.03% +116 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,100 $228K 0.02% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,097 $227K 0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,097 $227K 0.03% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $226K 0.05% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,078 $226K 0.04% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,076 $226K 0.01% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,069 $225K 0.11% +30 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,066 $225K 0.1% -335 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,065 $225K 0.03% +309 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,059 $225K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,049 $224K 0.09% +2,665 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,044 $223K 0.19% -1,101 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,036 $223K 0.02% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,035 $223K 0.01% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,018 $222K 0.01% -948 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,001 $220K 0.07% +13 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,000 $220K 0.1% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,994 $220K 0.02% new 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,988 $219K 0.04% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,978 $219K 0.16% -126 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,960 $217K 0.07% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,953 $217K 0.02% new 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 2,953 $217K <0.01% 0 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,988 $216K 0.01% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,937 $216K 0.02% 0 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 2,934 $215K 0.15% 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,923 $215K 0.07% new 13F-HR Timeline