Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,348,513 $198M 17.8% +294,434 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,613,440 $59.8M 0.76% +10,910 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,598,157 $59.2M 18.9% -5,088 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 712,628 $26.4M 4.27% -8,026 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 623,582 $23.1M 2.16% +49,258 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 523,709 $19.4M 0.14% +26,458 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 454,810 $16.8M 3.74% -17,489 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 243,898 $8.99M 2.83% +37 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 219,432 $8.12M 5.62% +14,224 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 122,118 $4.55M 3.15% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 118,536 $4.39M 0.38% +592 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 113,546 $4.2M 0.64% +80 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 72,243 $2.67M 1.7% +4,641 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 53,024 $1.96M 0.77% +3,730 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 47,712 $1.77M 0.21% +118 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 33,092 $1.23M 0.68% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 32,050 $1.19M 0.24% -782 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 25,295 $936K 0.13% -12,482 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,225 $523K 0.01% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 13,729 $508K 0.03% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 13,404 $496K 0.3% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,384 $309K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,564 $280K 0.01% +21 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,501 $278K 0.02% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,964 $258K 0.06% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,947 $257K 0.16% -320 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,816 $215K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,737 $212K 0.06% +27 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,716 $212K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,911 $182K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,727 $64K <0.01% -129 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,595 $59K 0.02% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 917 $33.9K <0.01% 0 13F-HR Timeline