Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,412 $1.31M 0.96% +132 13F-HR/A Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,411 $1.31M 0.75% +43 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,409 $1.3M 0.16% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,407 $1.3M 0.46% +348 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,407 $1.3M 0.41% +120 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,406 $1.3M 0.47% +202 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,405 $1.3M 0.15% -171 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,405 $1.3M 0.01% -67 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,404 $1.3M 0.28% -41 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,404 $1.3M 0.33% +135 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,403 $1.3M 0.19% +11 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,402 $1.3M 0.12% -10 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,402 $1.3M 0.11% +29 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,402 $1.3M 0.12% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,402 $1.3M 0.31% +2 13F-HR/A Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,400 $1.3M 0.91% +12 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 1,400 $1.3M 0.09% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,399 $1.3M 0.18% +11 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,399 $1.29M 0.46% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,399 $1.29M 0.55% -21 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,398 $1.29M 0.28% -37 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,397 $1.29M 0.62% +107 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,379 $1.29M 0.2% +971 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,392 $1.29M 0.44% +258 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,391 $1.29M 0.99% +250 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,391 $1.29M 0.47% -30 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,390 $1.29M 0.08% -303 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 1,390 $1.29M 1.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,400 $1.28M 0.19% 0 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,387 $1.28M 0.85% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,386 $1.28M 1.17% +31 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,385 $1.28M 0.55% +169 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,384 $1.28M 0.05% -3 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,381 $1.28M 0.18% +95 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,378 $1.28M 0.38% -53 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,376 $1.27M 0.12% -12 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,374 $1.27M 0.31% +81 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,373 $1.27M 0.05% -56 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,373 $1.27M 0.18% -20 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,372 $1.27M 0.19% -120 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,370 $1.27M 0.16% +5 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,327 $1.27M 0.95% -58 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,366 $1.26M 0.23% +765 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,366 $1.26M 0.28% -48 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,364 $1.26M 0.47% -188 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,360 $1.26M 0.24% -2 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,357 $1.26M 0.16% +4 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,353 $1.25M 0.85% -7 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,353 $1.25M 0.26% -53 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,349 $1.25M 1.08% +5 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,349 $1.25M 0.1% +45 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,346 $1.25M 0.27% +1 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,345 $1.24M 0.51% -26 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,344 $1.24M 0.77% -40 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,343 $1.24M 0.46% +42 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,342 $1.24M 0.24% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,340 $1.24M 0.43% +1 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,340 $1.24M 0.28% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,340 $1.24M 1.06% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,338 $1.24M 0.37% -5 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,336 $1.24M 0.13% -615 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,335 $1.24M 0.3% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,334 $1.23M 0.59% -122 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,330 $1.23M 0.16% -1,472 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,330 $1.23M 0.68% -18 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,328 $1.23M 0.55% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,327 $1.23M 0.2% -250 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,327 $1.23M 0.76% +4 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,326 $1.23M 0.93% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,325 $1.23M 0.85% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,320 $1.22M 0.12% +2 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,319 $1.22M 0.11% +96 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,317 $1.22M 0.21% -23 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,316 $1.22M 1.19% -736 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,316 $1.22M 0.84% -25 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,314 $1.22M 0.32% -500 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,314 $1.22M 0.15% +81 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,316 $1.21M 0.19% +94 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,310 $1.21M 0.8% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,308 $1.21M 0.08% -206 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,308 $1.21M 0.55% +12 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,306 $1.21M 0.37% -204 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,305 $1.21M 0.46% -240 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,304 $1.21M 0.19% -15 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,303 $1.21M 0.13% +50 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,299 $1.2M 0.7% -316 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,296 $1.2M 0.05% +283 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,290 $1.19M 0.42% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,290 $1.19M 0.2% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,289 $1.19M 0.64% -60 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,289 $1.19M 0.21% -100 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,287 $1.19M 0.68% +85 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,287 $1.19M 0.13% -92 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,286 $1.19M 0.35% -1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,283 $1.19M 0.17% new 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,281 $1.19M 0.22% +101 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,280 $1.18M 0.43% +2 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,278 $1.18M 0.53% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,272 $1.18M 0.3% +12 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,271 $1.18M 0.31% +85 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,268 $1.17M 0.75% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,268 $1.17M 0.06% +352 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,268 $1.17M 0.09% +21 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,267 $1.17M 0.3% +2 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,267 $1.17M 0.12% +998 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,257 $1.16M 0.33% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,256 $1.16M 0.23% +10 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,250 $1.16M 0.33% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,249 $1.16M 0.34% +10 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,247 $1.15M 0.28% -263 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,247 $1.15M 0.58% -12 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,295 $1.15M 0.1% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,245 $1.15M 0.23% +5 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,242 $1.15M 0.35% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,240 $1.15M 0.08% -2,051 13F-HR/A Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,240 $1.15M 0.12% +1 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,237 $1.15M 0.21% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,234 $1.14M 0.05% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,233 $1.14M 0.28% -162 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,233 $1.14M 0.44% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,232 $1.14M 0.56% -133 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,230 $1.14M 0.34% +13 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,228 $1.14M 0.04% +18 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,228 $1.14M 0.35% +26 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,227 $1.14M 0.64% +95 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,227 $1.14M 0.68% +1 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,226 $1.13M 0.2% -161 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,226 $1.13M 0.16% +116 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,220 $1.13M 0.41% +22 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,233 $1.13M 0.26% -65 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,217 $1.13M 0.34% +15 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,217 $1.13M 0.02% -927 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,215 $1.12M 0.28% +18 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,215 $1.12M <0.01% +141 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,214 $1.12M 0.69% -13 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,213 $1.12M 0.18% +71 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,213 $1.12M 0.39% 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,211 $1.12M 0.07% -25 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,210 $1.12M 0.2% +64 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,209 $1.12M 0.06% -6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,209 $1.12M 0.72% +44 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,207 $1.12M 0.13% -13 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,207 $1.12M 0.04% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,206 $1.12M 0.13% +168 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,204 $1.11M 0.21% +128 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,203 $1.11M 0.1% -4 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,203 $1.11M 0.15% +736 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,201 $1.11M 0.4% -43 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,200 $1.11M 0.17% +57 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,200 $1.11M 0.17% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,194 $1.11M 0.46% -29 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,192 $1.1M 0.54% +11 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,191 $1.1M 0.08% -66 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,190 $1.1M 0.14% +90 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,187 $1.1M 0.13% +148 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,186 $1.1M 0.41% -12 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 1,186 $1.1M 0.51% -26 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,185 $1.1M 0.18% -212 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,185 $1.1M 0.04% +14 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,184 $1.1M 0.05% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,181 $1.09M 0.68% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,179 $1.09M 0.97% +192 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,177 $1.09M 0.31% +181 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,177 $1.09M 0.34% +15 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,176 $1.09M 1.04% +8 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,175 $1.09M 0.29% +23 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,174 $1.09M 0.18% -3 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,173 $1.09M 0.15% +76 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,172 $1.08M 0.2% -6 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,172 $1.08M 0.21% +150 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,171 $1.08M 0.37% +25 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,170 $1.08M 0.6% +35 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,170 $1.08M 1% -9 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,168 $1.08M 0.43% +9 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,168 $1.08M 0.18% -134 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,168 $1.08M 0.68% -3 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,167 $1.08M 0.55% +13 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,164 $1.08M 0.43% -242 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,173 $1.08M 0.45% +9 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,159 $1.07M 0.24% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,157 $1.07M 0.42% -135 13F-HR/A Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,157 $1.07M 0.3% +37 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,156 $1.07M 0.21% -3 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,156 $1.07M 0.52% -65 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,146 $1.07M 0.29% -45 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,889 $1.07M 0.11% +172 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,152 $1.07M 0.12% +17 13F-HR/A Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,152 $1.07M 0.29% +346 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for Northern Capital Management, Inc. 1,135 $1.05M 0.57% +1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,135 $1.05M 0.08% +34 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,133 $1.05M 0.09% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,133 $1.05M 0.48% -2,624 13F-HR Timeline