Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,200 $248K 0.04% -273 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,172 $247K 0.1% -12 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,170 $247K 0.03% -323 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,168 $247K 0.01% -6,990 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. 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Mason LLC 2,156 $245K 0.1% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,155 $245K 0.05% -10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,151 $245K 0.02% -54 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,150 $245K 0.06% -98 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,147 $244K 0.06% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,144 $244K 0.13% +2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,157 $244K 0.04% +5 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for CJM Wealth Advisers, Ltd. 1,978 $225K 0.07% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,970 $224K 0.08% -9 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,969 $224K 0.14% -188 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,966 $224K 0.02% -28 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,965 $224K 0.17% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,965 $224K 0.01% -9 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 1,961 $223K 0.13% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,960 $223K 0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,950 $222K 0.07% -338 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,948 $222K 0.03% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,945 $221K 0.09% -5 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 1,942 $221K 0.09% -79 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,932 $220K 0.07% -40 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,932 $220K 0.04% +1 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 1,931 $220K 0.12% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,930 $220K 0.03% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,926 $219K <0.01% -1,036 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,926 $219K 0.03% +17 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,925 $219K 0.06% +164 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,924 $219K 0.04% -110 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,923 $219K 0.22% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,920 $218K 0.19% 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 1,919 $218K 0.16% 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,004 $218K 0.06% -40 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 1,915 $218K 0.19% 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,913 $218K 0.09% +159 13F-HR Timeline Dash Acquisitions Inc. 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Inc 1,887 $215K 0.11% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,886 $215K 0.02% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 1,883 $214K 0.25% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,880 $214K 0.1% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,874 $213K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,868 $213K 0.07% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,869 $213K 0.03% -30,255 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,862 $212K 0.03% -825 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,860 $212K 0.14% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,859 $212K 0.1% +20 13F-HR Timeline Maltin Wealth Management, Inc. 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ALLISON & CO., INC. 1,857 $211K 0.14% +7 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,857 $211K 0.01% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,856 $211K 0.05% -100 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,854 $211K 0.01% -161 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,852 $211K 0.11% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,852 $211K 0.06% -103 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,851 $211K 0.08% -19 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,850 $210K 0.07% -800 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,846 $210K 0.02% -180 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,847 $210K 0.1% 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,846 $210K 0.06% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,843 $210K 0.02% -6,431 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,815 $207K 0.03% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,815 $206K 0.02% -38 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,813 $206K 0.08% -231 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,812 $206K 0.07% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,811 $206K 0.04% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,810 $206K 0.1% 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,810 $206K <0.01% -113 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,806 $205K 0.09% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,806 $205K 0.13% -180 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,805 $205K 0.05% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,804 $205K 0.04% -100 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,800 $205K 0.01% -334 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,800 $205K 0.1% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,799 $205K 0.11% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,797 $204K 0.01% -167 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,789 $204K 0.07% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,789 $204K 0.07% +10 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,787 $203K 0.03% -74 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,785 $203K 0.19% 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,784 $203K 0.05% +8 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,780 $203K 0.11% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,778 $202K 0.09% -500 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,778 $202K 0.01% +23 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,778 $202K 0.01% +2 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,774 $202K 0.04% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,773 $202K 0.04% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,768 $201K 0.06% -40 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,766 $201K 0.02% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,764 $201K 0.07% -12 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,763 $201K 0.03% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,762 $200K 0.04% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,759 $200K 0.22% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,747 $199K 0.04% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,739 $198K 0.11% -4,899 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,722 $196K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,712 $195K 0.02% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,706 $187K 0.03% +1,576 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,623 $185K 0.01% +125 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,619 $184K 0.09% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,600 $182K 0.01% -1,020 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,600 $182K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,597 $182K 0.05% -747 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,597 $182K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,593 $181K 0.04% -65 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,569 $178K 0.02% -214 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,529 $174K 0.18% -27 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,524 $173K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,516 $172K <0.01% new 13F-HR Timeline