Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 948 $261K 0.02% +175 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 943 $260K 0.05% +23 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 942 $260K 0.07% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 939 $259K 0.05% -8,327 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 938 $259K 0.03% +49 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 933 $257K 0.05% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 932 $257K 0.06% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 925 $255K 0.07% +69 13F-HR Timeline West Family Investments, Inc. 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More: the full row for FOX RUN MANAGEMENT, L.L.C. 913 $252K 0.04% -3,975 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 913 $252K 0.12% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 910 $251K 0.02% -10 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 910 $251K 0.01% -16 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 908 $250K 0.02% -316 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 907 $250K 0.01% +58 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 907 $250K 0.06% +77 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 903 $249K 0.19% +124 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 901 $248K 0.16% +5 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 899 $248K 0.07% -64 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. 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Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 788 $217K 0.03% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 787 $217K 0.03% +31 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 786 $217K 0.07% -65 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 784 $216K 0.14% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 782 $216K 0.05% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 777 $214K 0.03% -209 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 777 $214K 0.06% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 296 $82K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 296 $81.7K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 288 $79.4K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 279 $77K <0.01% +20 13F-HR Timeline Cape Investment Advisory, Inc. 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