1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,549 $2.15M 0.12% +2,674 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,434 $2.13M 0.36% +296 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 10,420 $2.13M 0.56% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 10,359 $2.12M 0.3% +2,438 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,169 $2.08M 0.18% -434 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 10,025 $2.05M 0.32% +384 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 10,018 $2.05M 0.67% +1,516 13F-HR Timeline TLWM More: the full row for TLWM 9,934 $2.03M 0.32% -72 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 9,899 $2.02M 0.67% +1,833 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,766 $1.99M 0.54% +2,832 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,760 $1.99M 1.12% -222 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 9,669 $1.97M 0.54% +740 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,356 $1.91M 0.19% +20 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 9,136 $1.87M 1.05% +343 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 8,976 $1.83M 0.57% +23 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,945 $1.83M 0.3% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,875 $1.81M 0.42% +2 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,873 $1.81M 0.72% -237 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 8,792 $1.8M 1.08% -66 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,788 $1.79M 1.02% +463 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,658 $1.77M 0.54% +3,806 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 8,651 $1.77M 1% -62 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,616 $1.76M 0.34% +232 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,616 $1.76M 0.03% +472 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 8,511 $1.74M 0.22% -489 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,490 $1.73M 0.29% +75 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,446 $1.72M 0.36% +788 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,248 $1.7M 0.34% -142 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,322 $1.7M 0.7% -306 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,277 $1.69M 0.32% +2,509 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,185 $1.67M 0.36% -858 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 8,155 $1.67M 1.37% +155 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,148 $1.66M 0.21% +703 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,042 $1.64M 0.49% +262 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,922 $1.62M 0.57% -45 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,815 $1.6M 0.16% +71 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 7,813 $1.6M 1.69% -2,455 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,734 $1.58M 1.36% -215 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,626 $1.56M 0.45% +5,962 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,483 $1.53M 0.79% +3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,474 $1.53M 0.08% +2,500 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 7,459 $1.52M 0.22% -485 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 7,455 $1.52M 0.91% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,169 $1.52M 0.07% +525 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,388 $1.51M 0.33% -98 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,345 $1.5M 0.83% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,295 $1.49M 0.29% -70 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,225 $1.48M 0.05% +55 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,219 $1.47M 0.19% +125 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,168 $1.46M 0.43% +5,060 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,073 $1.44M 0.22% +195 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 7,024 $1.44M 0.74% -15 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,010 $1.43M 0.26% -1 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,962 $1.42M 0.05% +184 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,889 $1.41M 0.1% -110 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 6,699 $1.37M 0.29% +154 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,690 $1.37M 0.24% +98 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 6,569 $1.34M 0.89% -350 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,558 $1.34M 0.32% +33 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,480 $1.32M 0.23% +1,597 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,417 $1.31M 0.1% +217 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,368 $1.3M 1% -127 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,347 $1.3M 0.06% +259 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,340 $1.29M 0.09% +1,655 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,329 $1.29M 0.14% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,287 $1.28M 0.56% +588 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,278 $1.28M 0.51% -126 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,258 $1.28M 0.33% -42 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,194 $1.26M 0.36% -303 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,168 $1.26M 0.64% -36 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,138 $1.25M 0.32% +176 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,127 $1.25M 0.75% +27 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,051 $1.24M 0.26% +90 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,981 $1.22M 0.21% +4,501 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,971 $1.22M 0.03% +192 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,955 $1.22M 0.18% -61 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,925 $1.21M 0.2% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,828 $1.19M 0.96% +498 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,801 $1.18M 0.13% +22 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,800 $1.18M 0.85% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,790 $1.18M 0.22% -244 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,719 $1.17M 0.19% -731 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,693 $1.16M 0.06% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,568 $1.15M 0.17% -168 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,510 $1.13M 0.34% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,392 $1.12M 0.46% -379 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 5,463 $1.12M 0.24% +682 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,384 $1.1M 0.38% -970 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,346 $1.09M 0.98% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,237 $1.08M 0.54% -986 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,269 $1.08M 0.38% -3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,232 $1.07M 0.11% +155 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,188 $1.06M 0.41% -172 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,183 $1.06M 0.63% -566 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,109 $1.04M 0.18% -20,413 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,097 $1.04M 0.12% -368 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,013 $1.02M 0.12% +226 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 4,936 $1.02M 0.69% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,965 $1.01M 0.22% -202 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,951 $1.01M 0.22% -126 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,950 $1.01M 0.32% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,872 $995K 0.66% +115 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,833 $987K 0.17% -162 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,830 $986K 0.09% -580 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,822 $985K 0.46% +143 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,767 $973K 0.61% +27 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,753 $971K 0.44% -314 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,666 $964K 0.44% -7 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,718 $963K 0.37% -2 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,717 $963K 0.19% +129 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,610 $941K 0.5% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,609 $941K 0.06% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,606 $941K 0.39% +1 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,483 $915K 0.6% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,421 $903K 0.2% -96 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,416 $902K 0.11% 0 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,363 $891K 0.1% +564 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,337 $886K 0.1% +697 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,279 $874K 0.16% +330 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,267 $871K 0.18% -488 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,234 $865K 0.62% -283 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,214 $860K 0.6% +9 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 4,091 $836K 0.58% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,085 $834K 0.21% +64 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,014 $831K 0.25% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,064 $830K 0.41% -1,033 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,022 $821K 0.24% -111 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,006 $818K 0.8% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $817K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,997 $816K 0.12% -83 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,930 $802K 0.13% -48 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,868 $800K 0.09% +16 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 3,906 $798K 0.35% -5 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,902 $797K 0.22% +30 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,884 $793K 0.15% +12 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 3,833 $783K 0.48% -25 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,808 $778K 0.51% -9 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,780 $772K 0.06% -136 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,704 $756K 0.51% -35 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,697 $755K 0.01% +397 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,694 $755K 0.54% +750 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,671 $750K 0.12% +256 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,634 $742K 0.52% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,623 $740K 0.24% +124 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,471 $736K 0.09% -135 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,556 $726K 0.17% +9 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,547 $724K 0.11% -15 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,541 $723K 0.25% +39 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,463 $707K 0.05% -4 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,447 $704K 0.21% +410 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,437 $702K 0.39% 0 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 3,435 $701K 0.42% 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,319 $689K 0.28% +231 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 3,326 $679K 0.16% +10 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,298 $674K 0.13% -25 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,219 $657K 0.43% +152 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,210 $656K 0.6% -59 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,188 $651K 0.2% +912 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 3,011 $638K 0.39% -20 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,099 $636K 0.09% new 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,105 $634K 1.16% +5 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,099 $633K 0.04% +65 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,023 $626K 0.35% -28 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,014 $616K 0.12% -3,098 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,011 $615K 0.13% +12 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,991 $611K 0.4% +482 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,877 $610K 0.03% +162 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,953 $603K 0.24% -470 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,951 $603K 0.16% +259 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,950 $602K 0.01% new 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,924 $597K 0.51% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,834 $579K 0.06% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,825 $577K 0.12% -32 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,803 $572K 0.06% +487 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,770 $566K 0.1% +359 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,769 $566K 0.23% +11 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,751 $562K 0.32% -546 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,729 $557K 0.04% +302 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,706 $553K 0.07% -6,995 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,706 $553K 0.07% +744 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 2,692 $550K 0.09% +5 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,651 $541K 0.08% +222 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,650 $541K 0.2% -7,056 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,588 $534K 0.08% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,603 $532K 0.05% -128 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,850 $530K 0.39% +380 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,539 $526K 0.12% -5,282 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,569 $525K 0.1% +139 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,559 $523K 0.44% 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,539 $519K 0.06% +3 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,534 $517K 0.48% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,510 $513K 0.18% -3 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,503 $511K 0.17% +8 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,485 $507K 0.08% +6 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,443 $505K 0.15% -441 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,466 $504K 0.18% -227 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,462 $503K 0.06% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,979 $501K 0.16% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,431 $496K 0.05% -1 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,423 $495K 0.25% -248 13F-HR Timeline