UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,340 $1.34M 0.97% +13 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,553 $1.34M 0.29% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,550 $1.34M 0.04% +940 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,546 $1.33M 0.48% +6 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,546 $1.33M 0.08% +1,098 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,538 $1.33M 1.02% 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,532 $1.32M 0.16% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,529 $1.32M 0.89% +117 13F-HR/A Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,526 $1.32M 0.1% -30 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,365 $1.32M 0.06% +424 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,523 $1.31M 0.3% +706 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,521 $1.31M 0.28% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,521 $1.31M 0.43% -74 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,515 $1.31M 0.58% -513 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,513 $1.3M 0.56% +49 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,508 $1.3M <0.01% -536 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,506 $1.3M 0.36% +128 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,503 $1.3M 0.88% -20 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,502 $1.29M 0.5% 13F-HR/A Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,500 $1.29M 0.58% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,500 $1.29M 0.7% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,500 $1.29M 1.04% 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,496 $1.29M 0.03% +676 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,495 $1.29M 0.31% -84 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,494 $1.29M 1.27% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,494 $1.29M 0.39% +951 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,493 $1.29M 0.62% -123 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,493 $1.29M 0.13% -1,915 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,493 $1.29M 0.14% -25 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,492 $1.29M 0.43% -1 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,492 $1.29M 0.34% -143 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,490 $1.28M 0.62% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,487 $1.28M 0.52% -153 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,485 $1.28M 1.2% -25 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,483 $1.28M 0.2% -145 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,483 $1.28M 1.18% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,482 $1.28M 0.06% -278 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,482 $1.28M 0.14% -215 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,479 $1.28M 0.54% -7 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 1,477 $1.27M 0.61% -216 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,477 $1.27M 0.05% +8 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,476 $1.27M 0.14% -40 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,476 $1.27M 0.42% -37 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,373 $1.27M 0.18% -3 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,472 $1.27M 0.17% +69 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,472 $1.27M 0.14% +266 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,471 $1.27M 0.18% +90 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,470 $1.27M 0.47% -170 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,467 $1.26M 0.18% +241 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,465 $1.26M <0.01% -197 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,462 $1.26M 0.38% -32 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,460 $1.26M 0.87% -16 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,459 $1.26M 0.31% +14 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,458 $1.26M 0.17% +59 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,458 $1.26M 0.1% +9 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,455 $1.25M 0.09% +106 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,454 $1.25M 0.76% +101 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,297 $1.25M 0.28% +456 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,450 $1.25M 0.47% +23 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,445 $1.25M 0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,444 $1.25M 0.26% +78 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,442 $1.24M 0.96% +51 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,441 $1.24M 0.52% +56 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,440 $1.24M 0.23% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,439 $1.24M 0.15% -30 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,437 $1.24M 0.01% +32 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,430 $1.23M 0.52% +122 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,429 $1.23M 0.57% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,428 $1.23M <0.01% +5 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,428 $1.23M 0.17% -89 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,424 $1.23M 0.84% +99 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,423 $1.23M 0.84% +11 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,423 $1.23M 0.06% +9 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,422 $1.23M 0.18% +50 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,421 $1.23M 0.05% +37 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,419 $1.22M 0.65% +8 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,418 $1.22M 1.13% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,416 $1.22M 0.1% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,417 $1.22M 0.1% -97 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,415 $1.22M 0.38% +8 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,414 $1.22M 0.16% -73 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,411 $1.22M 0.12% +9 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,408 $1.21M 0.42% +1 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,406 $1.21M 0.43% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,405 $1.21M 0.27% -11 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,401 $1.21M 1.2% 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 1,400 $1.21M 0.08% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,400 $1.21M 0.6% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,399 $1.21M 0.56% +65 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,399 $1.21M 0.51% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,399 $1.21M 0.43% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,398 $1.21M 0.19% +71 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,397 $1.2M 0.35% 13F-HR Timeline Group Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 1,396 $1.2M 1.2% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,396 $1.2M 1.04% +10 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,393 $1.2M 0.13% -109 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,393 $1.2M 0.11% -240 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,392 $1.2M 0.08% +84 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,392 $1.2M 0.25% -12 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,390 $1.2M 0.07% 0 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 1,390 $1.2M 0.88% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,388 $1.2M 0.33% -40 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,385 $1.19M 0.31% +114 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,384 $1.19M 0.14% -25 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,382 $1.19M 0.56% -238 13F-HR Timeline Group STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 1,382 $1.19M 0.92% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,382 $1.19M 0.37% -174 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,381 $1.19M 0.28% -136 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,379 $1.19M 0.42% -12 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,378 $1.19M 0.57% +211 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,376 $1.19M 0.19% -64 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,371 $1.18M 0.43% +28 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,367 $1.18M 0.94% -95 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,366 $1.18M 1.05% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,360 $1.17M 0.2% -170 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,360 $1.17M 1.04% 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,359 $1.17M 0.19% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,358 $1.17M 0.75% -29 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,358 $1.17M 0.22% +186 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,353 $1.17M 0.23% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,350 $1.16M 0.06% -104 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,349 $1.16M 0.06% +165 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,348 $1.16M 0.34% +10 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,347 $1.16M 0.15% -23 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,346 $1.16M 0.47% -172 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,345 $1.16M 0.11% +25 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,342 $1.16M 0.1% +23 13F-HR/A Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,342 $1.16M 0.39% +2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,341 $1.16M 0.15% -32 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,340 $1.16M 0.94% -9 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,340 $1.16M 0.66% +72 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,340 $1.15M 1.18% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,339 $1.15M 0.28% -65 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,157 $1.15M 0.24% -100 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,335 $1.15M 0.75% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,335 $1.15M 0.4% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,334 $1.15M 0.21% +1,190 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,328 $1.15M 0.22% -32 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,328 $1.15M 0.48% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,326 $1.14M 0.12% -79 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,142 $1.14M 0.49% +37 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,320 $1.14M 0.24% -20 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,227 $1.14M 0.68% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,317 $1.14M 0.19% -49 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,316 $1.13M 0.55% +89 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,315 $1.13M 0.09% +362 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,315 $1.13M 0.97% 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,314 $1.13M 0.04% +107 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,312 $1.13M 0.44% +79 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,311 $1.13M 0.59% -19 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,310 $1.13M 0.19% +21 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,310 $1.13M 0.51% +223 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,310 $1.13M 0.74% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,309 $1.13M 0.68% -35 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,307 $1.13M 0.96% -5,359 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,306 $1.13M 0.1% +103 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,305 $1.13M 0.18% +1 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,305 $1.13M 0.11% -41 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,304 $1.12M 0.4% -60 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,303 $1.12M 0.12% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,302 $1.12M 0.04% -71 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,302 $1.12M 0.34% +1,054 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,300 $1.12M 0.84% +121 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,311 $1.12M 0.42% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,299 $1.12M 0.5% -601 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,295 $1.12M 0.22% +39 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,294 $1.12M 0.1% -125 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,292 $1.11M 0.63% +124 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,289 $1.11M 0.13% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,293 $1.11M 0.18% -23 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,287 $1.11M 1.16% 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,286 $1.11M 0.07% +75 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,285 $1.11M 0.4% -5 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,285 $1.11M 0.42% -20 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,284 $1.11M 0.21% -142 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,281 $1.1M 0.33% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,280 $1.1M 0.1% -96 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,280 $1.1M 0.65% -47 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,279 $1.1M 0.4% -1 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,275 $1.1M 0.31% +98 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,278 $1.1M 0.3% +157 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,274 $1.1M 0.46% 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,272 $1.1M 0.65% +63 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 1,269 $1.09M 0.91% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,267 $1.09M 0.13% -90 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,267 $1.09M 0.11% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,266 $1.09M 0.25% -192 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,265 $1.09M 0.8% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,264 $1.09M 0.33% +36 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,264 $1.09M 0.19% +54 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,257 $1.08M 0.26% +10 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,250 $1.08M 0.66% 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,243 $1.07M 0.49% -590 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,240 $1.07M 1% 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,239 $1.07M 1.02% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,238 $1.07M 0.08% -30 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,237 $1.07M 0.15% -46 13F-HR Timeline Edgestream Partners, L.P. 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