Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,253 $1.17M 0.17% +6 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,250 $1.17M 0.01% -231 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,249 $1.17M 0.07% +394 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,247 $1.17M 0.4% +106 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,243 $1.16M 0.27% +17 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,242 $1.16M 0.24% +24 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,242 $1.16M 0.48% +109 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,166 $1.16M 0.83% +163 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,241 $1.16M 0.94% -8 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,238 $1.16M 0.13% -12 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,238 $1.16M 0.28% -14 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,236 $1.16M 0.28% +252 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,234 $1.15M 0.71% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,233 $1.15M 0.14% -38 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,243 $1.15M 0.29% +54 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,232 $1.15M 0.37% -100 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,247 $1.15M 0.04% -13 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,232 $1.15M 0.19% -34 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,226 $1.15M 0.18% +151 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,227 $1.15M 0.42% -194 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,226 $1.15M 0.12% -224 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,224 $1.15M 0.87% -62 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,222 $1.14M 0.06% -358 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 1,222 $1.14M 0.39% +31 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,221 $1.14M 0.06% -146 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,221 $1.14M 0.24% -50 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,220 $1.14M 0.08% +47 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,219 $1.14M 0.47% +30 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,219 $1.14M 0.26% -183 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,218 $1.14M 0.08% +396 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,217 $1.14M 0.26% -29 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,216 $1.14M 0.49% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,216 $1.14M 0.12% +9 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,216 $1.14M 0.31% +44 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,216 $1.14M 0.12% +96 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,215 $1.14M 0.14% +1 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,215 $1.14M 0.39% -50 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,215 $1.14M 0.17% -75 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,212 $1.13M 0.11% +153 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,211 $1.13M 0.12% -775 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,211 $1.13M 0.64% -8 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 1,207 $1.13M 0.53% -7 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 1,206 $1.13M 0.04% -1,512 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,204 $1.13M 0.12% -13 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,203 $1.13M 0.11% -69 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,201 $1.12M 0.39% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,201 $1.12M 0.15% +237 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,200 $1.12M 0.18% -160 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 1,196 $1.12M 0.99% -200 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,190 $1.11M 0.14% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,189 $1.11M 0.17% +266 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,186 $1.11M 0.23% +25 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,186 $1.11M 0.23% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,182 $1.11M 0.12% +30 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,181 $1.1M 0.1% +10 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,179 $1.1M 0.91% -275 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,179 $1.1M 0.4% -220 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,177 $1.1M 0.26% -9 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,177 $1.1M 0.38% +109 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,175 $1.1M 0.3% -8 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,175 $1.1M 0.08% +703 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,171 $1.1M 0.11% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,168 $1.09M 0.31% -24 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,167 $1.09M 0.07% -2 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,166 $1.09M 0.37% -8 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,165 $1.09M 0.26% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,164 $1.09M 0.86% -3 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 1,160 $1.09M 0.45% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,159 $1.08M 0.26% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,156 $1.08M 0.52% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,154 $1.08M 0.11% -21 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,151 $1.08M 0.08% -137 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,151 $1.08M 0.71% +25 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,151 $1.08M 0.18% -20 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,150 $1.08M 0.25% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,150 $1.08M 0.21% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,150 $1.08M 0.27% -40 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,149 $1.07M 0.09% -41 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,148 $1.07M 0.22% +114 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,147 $1.07M 0.92% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,143 $1.07M 0.46% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,138 $1.06M 0.45% +85 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,138 $1.06M 0.25% +2 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,138 $1.06M 0.14% -25 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,137 $1.06M 0.6% -33 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,135 $1.06M <0.01% -70 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,135 $1.06M 0.48% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,134 $1.06M 0.07% +30 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,132 $1.06M 0.3% -210 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,131 $1.06M 0.11% +4 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,130 $1.06M 0.79% +52 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,130 $1.06M 0.24% -35 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,129 $1.06M 0.81% +243 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,128 $1.06M 0.45% +314 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 1,126 $1.05M -1,720 Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,124 $1.05M 0.14% -1 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,122 $1.05M 0.44% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,122 $1.05M 0.7% +97 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,121 $1.05M 0.04% -16 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,121 $1.05M 0.17% +7 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,115 $1.04M 0.5% +51 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,115 $1.04M 0.26% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,115 $1.04M 0.3% -10 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,114 $1.04M 0.57% +16 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,113 $1.04M 0.33% +28 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,112 $1.04M 0.08% -75 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,110 $1.04M 0.31% -433 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,111 $1.04M 0.31% +2 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,110 $1.04M 0.08% +11 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,110 $1.04M 0.1% -16 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 1,109 $1.04M 0.81% +72 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,109 $1.04M 0.18% +60 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,108 $1.04M 0.12% +28 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,108 $1.04M 0.46% -27 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,105 $1.03M 0.27% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,104 $1.03M 0.18% +607 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,104 $1.03M 0.23% -463 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,104 $1.03M 0.6% -8 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,103 $1.03M 0.43% -2 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,102 $1.03M 0.87% -1 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,082 $1.03M 0.07% -59 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,099 $1.03M 0.4% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,100 $1.03M 0.49% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,100 $1.03M 0.28% new 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,100 $1.03M 0.9% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,095 $1.02M 0.13% 0 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,095 $1.02M 0.14% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,092 $1.02M 0.39% +93 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,092 $1.02M 0.05% +9 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,088 $1.02M 0.62% -249 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,088 $1.02M 0.09% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,088 $1.02M 0.25% +544 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,087 $1.02M 0.15% -36 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,086 $1.02M 0.37% -110 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 1,015 $1.01M 0.63% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,080 $1.01M 0.45% +312 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,080 $1.01M 0.44% -36 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,079 $1.01M 0.35% +2 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,076 $1.01M 0.26% -21 13F-HR Timeline THOR TRADING ADVISORS, LLC More: the full row for THOR TRADING ADVISORS, LLC 1,076 $1.01M 0.32% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,071 $1M 0.1% 0 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 1,070 $1M 0.95% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,069 $1M 0.34% -59 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,066 $998K 0.34% +3 13F-HR Timeline Group NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 1,062 $994K 0.58% +2 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,060 $992K 0.21% -93 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,060 $992K 0.59% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,060 $992K 0.03% -254 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,059 $990K 0.06% -1 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,057 $989K 0.11% -24 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,055 $987K 0.04% -108 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,054 $986K 0.08% -50 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,053 $985K 0.21% -15 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,052 $985K 0.31% -47 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,050 $983K 0.47% -34 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,049 $981K 0.15% +104 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,048 $981K 0.53% +142 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,047 $979K 0.24% -53 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,046 $979K 0.35% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,045 $978K 0.2% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,045 $977K 0.08% +59 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,044 $977K 0.08% -593 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,042 $975K 0.54% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,042 $974K 0.1% +29 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,043 $973K 0.11% +7 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,040 $973K 0.69% +721 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 33,918 $972K 0.11% +33,128 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,039 $972K <0.01% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,038 $971K 0.39% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,049 $970K 0.1% +2 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,037 $970K 0.15% -3 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,036 $969K 0.07% -127 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,034 $967K 0.15% +592 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,033 $966K 0.11% +184 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 1,033 $966K 0.48% -74 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,033 $966K 0.19% -69 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,033 $966K 0.35% +41 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,031 $965K 0.33% +179 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,031 $964K 0.34% -63 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,028 $962K 0.07% +521 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,027 $961K 0.66% -50 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,025 $959K 0.04% +7 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,025 $959K 0.6% +123 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,025 $959K 0.14% +15 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,025 $959K 0.54% +8 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,024 $958K 0.1% +384 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,024 $958K 0.13% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,022 $956K 0.78% +19 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,020 $954K 0.16% +460 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,017 $952K 0.23% +35 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,016 $951K 0.29% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,014 $949K 0.15% -149 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,012 $947K 0.65% +4 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,012 $947K 0.55% -1,574 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,011 $946K 0.86% -11 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,011 $946K 0.21% +56 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,011 $946K 0.21% -70 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,010 $945K 0.29% -41 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,006 $941K <0.01% -2,780 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,006 $941K 0.05% +31 13F-HR Timeline Group