Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 529 $485K 0.08% +162 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 517 $484K 0.24% +10 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 517 $484K 0.03% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 515 $482K 0.2% +9 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 514 $481K 0.39% -58 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 514 $481K 0.24% +15 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 514 $481K 0.24% +245 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 513 $480K 0.13% -5 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 512 $479K 0.38% +10 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 511 $478K 0.14% -50 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 510 $477K 0.24% -28 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 510 $477K 0.06% -100 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 510 $477K 0.23% -20 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 509 $476K 0.06% -3 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 507 $475K 0.22% +96 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 507 $475K 0.05% -23 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 507 $474K 0.39% +23 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 507 $474K 0.15% -32 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 505 $473K 0.33% -260 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 505 $473K 0.06% -57 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 505 $472K 0.17% 0 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 505 $472K 0.04% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 505 $472K 0.22% -7 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 505 $472K 0.09% -30 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 491 $472K 0.39% -9 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 504 $471K 0.22% +77 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 503 $471K 0.11% -69 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 503 $471K 0.08% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 503 $471K 0.12% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 503 $471K 0.08% +50 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 502 $470K 0.2% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 502 $469K 0.17% +11 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 501 $469K 0.08% -9 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 501 $469K 0.1% +22 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 501 $469K 0.21% +5 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 500 $468K 0.16% -28 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 501 $468K 0.19% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 511 $468K 0.17% +20 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 500 $468K 0.06% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 500 $468K 0.31% +45 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 500 $468K 0.01% -28 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 500 $468K 0.28% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 500 $468K 0.34% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 500 $468K 0.28% -25 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 500 $467K 0.07% +92 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 499 $467K 0.03% -48 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 499 $467K 0.11% +136 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 499 $466K 0.14% +76 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 498 $466K 0.15% +57 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 496 $464K 0.17% +59 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 496 $464K 0.1% -13 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 495 $463K 0.12% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 495 $463K 0.35% +56 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 493 $461K 0.08% 0 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 493 $461K 0.02% 0 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 493 $461K 0.36% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 492 $461K 0.26% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 492 $460K 0.2% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 492 $460K 0.26% +24 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 492 $460K 0.3% +179 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 492 $460K 0.22% +122 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 492 $460K 0.09% +4 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 491 $459K 0.03% +107 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 491 $459K 0.04% -79 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 490 $459K 0.19% +19 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 489 $458K 0.05% +107 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 489 $458K 0.18% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 489 $458K 0.33% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 487 $456K 0.04% +20 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 486 $455K 0.14% -2 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 485 $454K 0.09% +144 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 484 $453K 0.17% -411 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 484 $453K 0.06% +9 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 484 $453K 0.08% +23 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 484 $453K 0.32% 0 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 490 $453K 0.1% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 483 $452K 0.22% +34 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 483 $452K 0.22% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 483 $452K 0.14% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 481 $450K 0.06% -10 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 481 $449K 0.05% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 480 $449K 0.05% +44 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 480 $449K 0.1% -37 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 479 $448K 0.12% -8 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,631 $447K 0.08% -11,138 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 478 $447K 0.36% -3 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 477 $447K 0.2% +47 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 477 $446K 0.05% -5 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 475 $444K 0.24% +36 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 475 $444K 0.1% +120 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 474 $443K 0.03% -4 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 474 $443K 0.21% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 474 $443K 0.08% -37 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 473 $443K 0.32% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 473 $442K 0.07% -7 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 472 $442K 0.35% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 472 $442K 0.08% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 469 $441K 0.41% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 472 $441K 0.06% +66 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 471 $441K 0.06% +10 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 470 $440K 0.3% -12 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 470 $440K 0.07% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 470 $439K 0.33% -191 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 469 $438K 0.05% +1 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 468 $438K 0.11% +15 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 468 $438K 0.1% -100 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 467 $437K 0.02% -29 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 472 $436K 0.04% -40 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 466 $436K 0.21% -250 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 466 $435K 0.09% -8 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 465 $435K 0.08% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 465 $435K 0.17% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 464 $434K 0.18% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 463 $433K 0.08% +23 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 462 $432K 0.02% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 462 $432K 0.11% -25 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 462 $432K 0.09% -9 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 461 $431K 0.03% +21 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 459 $430K 0.08% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 459 $429K 0.07% +38 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 459 $429K 0.02% +17 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 458 $429K 0.06% -22 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 457 $428K 0.18% -1 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 457 $428K 0.09% -4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 457 $427K 0.3% +126 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 456 $427K 0.11% -69 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 463 $427K 0.02% +1 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 455 $426K 0.11% -13 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 454 $425K 0.13% -137 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 454 $425K 0.05% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 454 $425K 0.16% +20 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 453 $423K 0.29% +1 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 452 $423K 0.16% +43 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 452 $423K 0.01% +448 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 452 $423K 0.24% +28 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 452 $423K 0.16% -66 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 452 $423K 0.06% -5 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 451 $422K 0.26% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 451 $422K 0.24% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 451 $422K 0.06% +34 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 451 $421K 0.04% +10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 450 $421K 0.12% -193 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 450 $421K 0.2% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 450 $421K 0.11% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 449 $420K 0.2% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 448 $419K 0.06% +395 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 448 $419K 0.31% +36 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 447 $419K 0.09% -24 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 445 $416K 0.24% +23 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 445 $416K 0.08% -74 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 445 $416K 0.28% -19 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 445 $416K 0.12% -14 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 443 $414K 0.05% -222 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 442 $413K 0.45% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 441 $413K 0.16% -33 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 441 $413K 0.09% +13 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 441 $412K 0.16% -6 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 440 $412K 0.07% +40 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 440 $412K 0.07% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 432 $411K 0.47% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 439 $411K 0.21% +19 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 438 $410K 0.2% -2 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 440 $410K 0.13% -37 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 438 $410K 0.06% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 438 $410K 0.25% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 436 $408K 0.4% 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 436 $408K 0.03% -1,332 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 436 $408K 0.23% +1 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 435 $407K 0.18% -3 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 435 $407K 0.11% +4 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 435 $407K 0.28% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 435 $407K 0.09% -1,562 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 434 $406K 0.35% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 435 $406K 0.15% -2 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 434 $406K 0.06% -5 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 433 $405K 0.11% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 432 $404K 0.08% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 432 $404K 0.02% -23 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 432 $404K 0.22% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 432 $404K 0.25% -19 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 431 $403K 0.11% +198 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 430 $402K <0.01% -50 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 428 $401K 0.13% -2 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 428 $400K 0.08% -11 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 427 $400K 0.19% -12 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 427 $400K 0.01% +49 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 425 $398K 0.23% +52 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 425 $398K 0.13% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 425 $398K 0.05% -5 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 424 $397K 1.9% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 423 $396K 0.21% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 423 $396K 0.04% +24 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 423 $396K 0.14% +64 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 423 $396K 0.15% +11 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 422 $395K 0.05% -2 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 422 $394K 0.16% +20 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 421 $394K 0.03% +13 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 421 $394K 0.21% -75 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 421 $394K 0.21% +28 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 420 $393K 0.2% +8 13F-HR Timeline