INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,945 $1.47M 0.17% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,944 $1.47M 0.25% +353 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,936 $1.46M 0.35% -194 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,930 $1.46M 0.88% -99 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,898 $1.44M 1.06% +582 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,896 $1.44M 0.69% -210 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,875 $1.43M 1.02% -131 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,874 $1.43M 0.51% -311 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,868 $1.43M 0.28% +759 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,865 $1.43M 0.85% -22 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,862 $1.43M 0.29% +95 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,860 $1.42M 0.29% +625 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,845 $1.42M 0.96% -217 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,822 $1.41M 0.37% +364 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,816 $1.4M 0.02% -59 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,801 $1.39M 0.62% -423 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,744 $1.37M 0.49% -37 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,719 $1.35M 0.57% +125 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,714 $1.35M 0.21% +491 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,709 $1.35M 0.73% +17 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 2,685 $1.34M 0.6% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,692 $1.34M 0.53% -1,984 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,660 $1.32M 0.62% +73 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,652 $1.32M 1.07% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,622 $1.31M 1.12% -50 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,607 $1.3M 0.78% -154 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 2,595 $1.29M 0.23% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,585 $1.29M 0.05% -750 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 2,581 $1.29M 0.92% -90 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,579 $1.28M 0.18% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,562 $1.28M 0.14% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,554 $1.27M 0.19% +19 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 2,550 $1.27M 1.17% -70 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,547 $1.27M 0.91% +33 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,508 $1.26M 0.19% +42 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,515 $1.25M 0.1% +14 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,509 $1.25M 0.44% -971 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,460 $1.22M 0.12% -167 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,446 $1.22M 0.24% +75 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,438 $1.21M 0.43% -52 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,425 $1.21M 0.18% +38 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,393 $1.19M 0.63% +34 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,365 $1.18M 0.17% +322 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 2,355 $1.17M 0.47% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,336 $1.16M 0.26% +189 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,323 $1.16M 0.64% -103 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,298 $1.14M 0.21% +211 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,282 $1.14M 0.48% -58 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,281 $1.14M 0.63% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,269 $1.13M 0.3% +143 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,268 $1.13M 0.29% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,257 $1.12M 0.42% -8 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,254 $1.12M 0.86% +107 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 2,253 $1.12M 1.1% -88 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,246 $1.12M 0.24% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,234 $1.11M 0.11% +330 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,226 $1.11M 0.46% +546 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,219 $1.1M 0.76% +261 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 2,159 $1.08M 0.67% -502 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,146 $1.07M 0.24% +40 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,140 $1.07M 0.58% -196 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,130 $1.06M 0.25% -28 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,121 $1.06M 0.53% +146 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,115 $1.05M 0.41% -715 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,101 $1.05M 1.71% -5,017 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,096 $1.04M 0.1% -70 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,081 $1.04M 0.47% -279 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,062 $1.03M 0.32% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,057 $1.02M 0.72% +75 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,050 $1.02M 0.35% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,005 $1.01M 0.41% -448 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 2,032 $1.01M 0.68% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 2,030 $1.01M 0.39% -109 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,024 $1.01M 0.18% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,001 $1.01M 0.19% -2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,018 $1M 0.12% -20 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,018 $1M 0.26% +29 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,010 $1M 0.18% +37 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,998 $995K 0.18% 0 13F-HR Timeline TLWM More: the full row for TLWM 1,968 $980K 0.16% -93 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,966 $979K 0.17% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,966 $979K 0.34% +13 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,957 $974K 0.55% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,923 $974K 0.5% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,937 $973K 0.67% -1,074 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,947 $970K 0.49% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,943 $967K 0.12% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,918 $955K 0.57% -193 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,898 $945K 0.49% +105 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,897 $945K 0.16% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,895 $944K 0.36% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 1,875 $934K 0.28% +115 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,846 $919K 0.35% +4 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,846 $919K 0.42% -57 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,829 $911K 0.08% +61 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,826 $909K 0.15% 0 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 1,815 $904K 0.37% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,809 $901K 0.19% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,801 $897K 0.56% -29 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,784 $888K 0.25% +6 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,760 $876K 0.39% -757 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,729 $861K 0.51% +9 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,714 $853K 0.34% -15 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,694 $844K 0.34% -3 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,682 $838K 0.35% +86 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,653 $837K 0.56% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,671 $832K 0.43% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,654 $824K 0.14% -96 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,633 $813K 0.38% +8 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,629 $811K 0.29% -29 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,629 $811K 0.33% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,626 $810K 0.57% -8 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,612 $802K 0.82% +25 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,609 $801K 0.72% -4 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,608 $801K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,598 $796K 0.2% -46 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,585 $789K 0.17% -20 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,579 $786K 0.07% +97 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,565 $779K 0.37% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,562 $778K 0.35% +139 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 1,548 $771K 0.47% 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,533 $763K 0.2% -8 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,526 $760K 0.33% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,503 $752K 0.48% -64 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,496 $745K 0.2% +55 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,430 $744K 0.22% +328 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,474 $734K 1.34% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,459 $727K 0.16% -65 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,457 $726K 0.43% -103 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,433 $722K 0.1% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,449 $722K 0.21% +2 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,421 $708K 0.24% +49 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,404 $699K 0.22% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,402 $698K 0.11% +15 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,400 $697K 0.22% -100 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,381 $688K 0.43% +92 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,361 $678K 0.16% -21 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,361 $678K 0.06% +113 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,359 $677K 0.18% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,353 $674K 0.08% 0 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 1,350 $672K 0.22% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,349 $672K 0.2% +136 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,348 $671K 0.3% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,345 $670K 0.1% +343 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,334 $664K 0.51% -76 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 1,324 $659K 0.56% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,323 $659K 0.2% -56 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,316 $655K 0.06% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,313 $654K 0.16% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,313 $654K 0.37% -204 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,303 $649K 0.39% -700 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,301 $648K 0.27% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,300 $647K 0.07% -381 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 1,292 $643K 0.25% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,290 $642K 0.49% +123 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,282 $642K 0.13% +78 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,286 $641K 0.24% -12 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,280 $637K 0.35% -157 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,274 $634K 0.17% +28 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,265 $630K 0.35% +23 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,263 $629K 0.29% +2 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,250 $622K <0.01% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,247 $621K 0.18% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,246 $620K 0.29% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,241 $618K 0.34% -75 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,231 $613K 0.12% +150 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,230 $612K 0.1% +90 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,226 $610K 0.32% +210 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,226 $610K 0.22% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,218 $607K 0.11% +75 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,206 $606K 0.07% +80 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1,206 $601K 0.5% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,203 $599K 0.24% +25 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,200 $598K 0.15% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,199 $597K 0.14% 0 13F-HR/A Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 1,198 $597K 0.26% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,194 $595K 0.06% +35 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 1,194 $594K 0.26% +125 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,190 $593K 0.39% -26 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,182 $589K 0.21% -96 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,179 $587K 0.18% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,176 $586K 0.11% +418 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,174 $585K 0.34% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,165 $580K 0.37% +49 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,164 $580K 0.22% new 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,163 $579K 0.37% -51 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,161 $578K 0.17% +335 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,158 $577K 0.13% -90 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,154 $575K 0.12% -114 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 1,150 $573K 0.42% +9 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,148 $572K 0.41% +204 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,144 $570K 0.23% +196 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,138 $567K 0.29% -12 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,125 $567K 0.4% -15 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,128 $562K 0.16% -678 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,118 $557K 0.2% +1 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 1,104 $550K 0.3% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 1,103 $549K 0.13% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,100 $548K 0.3% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,090 $543K 0.44% +6 13F-HR Timeline