BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,900 $565K 0.16% -5,300 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,895 $564K 0.21% +1,392 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,890 $563K 0.07% -656 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,874 $561K 0.29% -419 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,865 $560K 0.1% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,865 $560K 0.3% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,602 $560K 0.56% -137 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,862 $559K 0.45% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,861 $559K 0.01% -31,708 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 3,859 $559K 0.26% +46 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,857 $559K 0.4% -1,374 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,857 $559K 0.21% -1,262 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,856 $559K 0.26% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,850 $558K 0.13% +132 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,843 $557K 0.44% -100 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,842 $556K 0.25% -1,650 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,832 $555K 0.08% +247 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 3,825 $554K 0.34% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,821 $553K 0.11% +588 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,818 $553K 0.36% -110 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,811 $552K 0.03% -1,973 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 3,810 $552K 0.03% +138 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,802 $551K 0.1% 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,802 $551K 0.22% -149 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,796 $550K 0.16% -330 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,791 $549K 0.12% -86 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,782 $548K 0.35% +148 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,500 $547K 0.17% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,779 $547K 0.44% +386 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,778 $547K 0.21% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,672 $546K 0.23% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,767 $546K 0.05% -458 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,766 $545K 0.16% +10 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,376 $545K 0.24% -119 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,763 $545K 0.17% -3,583 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,759 $544K 0.11% -333 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,755 $544K 0.17% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,751 $543K 0.61% 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3,750 $543K 0.33% -200 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,747 $543K 0.21% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,730 $540K 0.48% +155 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,725 $540K 0.38% -240 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 3,704 $536K 0.09% -318 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,702 $536K 0.45% +11 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,699 $536K 0.5% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,695 $535K 0.27% +518 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,694 $535K 0.28% -29 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,693 $535K 0.07% -528 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,690 $534K 0.05% -94,559 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 3,687 $534K 0.07% -3,252 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,679 $533K 0.31% -114 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,678 $533K 0.14% +379 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,677 $533K 0.12% +593 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 3,676 $532K 0.17% -435 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,668 $531K 0.32% -15 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,659 $530K 0.26% +230 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,659 $530K 0.12% -2,674 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,651 $529K 0.18% +1,025 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,638 $527K 0.12% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,635 $526K 0.08% +32 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,630 $526K 0.4% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,625 $525K 0.07% -369 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,577 $525K 0.23% +10 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,615 $524K 0.12% -61 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,613 $523K 0.12% +3,439 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,610 $523K 0.39% -529 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,608 $523K 0.3% +44 13F-HR/A Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,604 $522K 0.15% +271 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,601 $522K 0.51% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,599 $521K 0.17% -20 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,598 $521K 0.11% -49 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 3,597 $521K 0.29% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,591 $520K 0.19% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,586 $519K 0.14% -1,248 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,584 $519K 0.34% 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,540 $519K 0.31% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,563 $516K 0.28% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,559 $515K 0.35% -3,035 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,552 $515K 0.1% +2 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,550 $514K 0.14% -6 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 3,550 $514K 0.1% -130 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,550 $514K 0.48% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,547 $514K 0.11% +135 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,543 $513K 0.28% +17 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 3,534 $512K 0.59% +13 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,530 $511K 0.35% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,530 $511K 0.06% +691 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,520 $510K 0.29% +583 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,511 $509K 0.05% -713 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,509 $508K 0.2% -86 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,500 $507K 0.1% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,493 $506K 0.09% -644 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,493 $506K 0.29% +1 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,492 $506K 0.05% +224 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,491 $506K 0.16% -501 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,489 $505K 0.15% +159 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,480 $504K 0.22% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,477 $504K 0.03% +293 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 3,468 $502K 0.41% 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,469 $502K 0.4% -1,229 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,464 $502K 0.06% -1,050 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,194 $502K 0.2% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,465 $502K 0.36% -59 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,464 $502K 0.33% +82 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,458 $501K 0.11% -270 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,458 $501K 0.06% +737 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,458 $501K 0.05% -226 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,450 $500K 0.09% +1,054 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,435 $498K 0.1% +108 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,428 $497K 0.37% +2 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 3,427 $496K 0.2% -1,741 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,420 $495K 0.21% -108 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,418 $495K 0.2% +11 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,415 $495K 0.39% +500 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,415 $495K 0.09% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,404 $493K 0.1% -104 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,401 $493K 0.03% +256 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 3,399 $492K 0.31% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,387 $492K 0.13% +386 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,392 $491K 0.33% 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,390 $491K 0.4% 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 3,377 $489K 0.03% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,373 $489K 0.23% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,371 $488K 0.03% +585 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,356 $486K 0.14% +391 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,356 $486K 0.31% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,353 $486K 0.21% +227 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 3,350 $485K 0.02% +206 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,345 $484K 0.14% -29 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,337 $483K 0.32% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,335 $483K 0.06% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,334 $483K 0.21% -10 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,326 $482K 0.41% 13F-HR/A Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,323 $481K 0.1% +3 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,321 $481K 0.18% +13 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,214 $481K 0.1% -820 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 3,317 $480K 0.35% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,316 $480K 0.28% 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,303 $478K 0.2% +107 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,295 $477K 0.13% -409 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,295 $477K 0.06% +1,560 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,293 $477K 0.3% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,293 $477K 0.05% +248 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,260 $477K 0.16% +15 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,283 $475K 0.12% +45 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 3,100 $475K 0.39% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,274 $474K 0.08% +862 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,273 $474K 0.04% +58 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,271 $474K 0.05% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,270 $474K 0.36% 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 3,268 $473K 0.09% -1,069 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,263 $473K 0.13% -785 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,260 $472K 0.07% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,260 $472K 0.09% +106 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,259 $472K 0.15% +11 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,254 $471K 0.17% +62 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 3,252 $471K 0.24% -407 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,244 $470K 0.14% -25 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,241 $469K 0.41% 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,241 $469K 0.21% -129 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,237 $469K 0.14% -440 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,225 $467K 0.07% -102 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,223 $467K 0.09% +314 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,221 $467K 0.18% -572 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 3,220 $466K 0.56% 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,219 $466K 0.37% +805 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,214 $466K 0.08% +433 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,210 $465K 0.07% -4 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,954 $464K 0.1% -623 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 3,203 $464K 0.34% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,197 $463K 0.38% -143 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,196 $463K 0.07% -656 13F-HR/A Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,195 $463K 0.1% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,187 $462K 0.02% -685 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,187 $462K 0.05% -191 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,182 $461K 0.26% -178 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,181 $461K 0.32% +9 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,913 $461K 0.24% +578 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,179 $460K 0.12% +100 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,177 $460K 0.26% +14 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,170 $459K 0.15% +700 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,165 $458K 0.13% -18,667 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,162 $458K 0.15% +1,066 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,161 $458K 0.13% +21 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,150 $456K 0.15% +176 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,145 $456K 0.17% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,136 $454K 0.36% 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,132 $454K 0.28% 0 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 3,132 $454K 0.23% +32 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,132 $454K 0.17% -495 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 3,131 $453K 0.23% -521 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 3,130 $453K 0.11% -108 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,129 $453K 0.11% +18 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,128 $453K 0.28% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,123 $452K 0.21% +225 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,121 $452K 0.67% 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,117 $452K 0.18% +83 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,111 $451K 0.17% +23 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,111 $451K 0.31% -461 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,111 $451K 0.15% -52 13F-HR Timeline