2UniFi Bank More: the full row for 2UniFi Bank 4,177 $1.02M 0.51% -100 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,172 $1.02M 0.63% -59 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,170 $1.02M 0.27% +230 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,170 $1.02M 0.4% -719 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,168 $1.02M 0.9% +2,761 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,146 $1.01M 0.41% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,139 $1.01M 0.7% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,139 $1.01M 0.24% -28 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,129 $1.01M 0.35% +40 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,128 $1.01M 0.48% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 4,124 $1M 0.04% new 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,091 $996K 0.15% +208 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,090 $996K 0.36% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,081 $994K 0.65% -72 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,080 $994K 0.69% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 4,075 $992K 0.26% +82 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,075 $992K 0.6% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,074 $992K 0.45% -95 13F-HR Timeline Per Stirling Capital Management, LLC. 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LLC 3,828 $984K 0.7% +216 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,037 $983K 0.14% -199 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,035 $983K 0.29% +21 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. 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More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,934 $958K 0.16% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,930 $957K 0.82% -349 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,926 $956K 0.1% +6 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,729 $953K 0.32% -154 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,912 $953K 0.26% -170 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,912 $953K 0.4% +5 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,910 $952K 0.57% +1 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 3,900 $950K 1.18% 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,894 $948K 0.62% +205 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,886 $946K 0.15% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,881 $945K 0.37% +245 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,877 $944K 0.46% -328 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,883 $944K 0.53% -1,294 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,874 $944K 0.3% +210 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,841 $943K 0.16% +261 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,868 $942K 1.43% -285 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 3,864 $941K 0.64% 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 3,850 $938K 0.19% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,845 $936K 0.28% +490 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,839 $935K 0.19% -709 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,836 $934K 0.42% -25 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,835 $934K 0.4% +24 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,834 $934K 1.08% +27 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,301 $932K 0.15% +6,421 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,827 $932K 0.56% -240 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,825 $932K 0.48% -176 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,824 $931K 0.36% +63 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 3,821 $931K 0.24% -437 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,818 $930K 0.35% +2,243 13F-HR Timeline 360 Financial, Inc. 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More: the full row for Kelman-Lazarov, Inc. 3,771 $919K 0.14% -36 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,767 $917K 0.13% -806 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,763 $916K 0.31% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,757 $915K 0.46% +28 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,750 $913K 0.44% +118 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,747 $913K 0.56% +1,150 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,746 $912K 0.44% +83 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,741 $911K 0.55% +29 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,740 $911K 0.51% -465 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,732 $909K 0.21% -767 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,730 $908K 0.08% +1,166 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,728 $908K 0.53% -255 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,690 $906K 0.34% -48 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,106 $906K 0.73% -1,244 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,718 $905K 0.43% +502 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,710 $903K 0.89% +1 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,709 $903K 0.57% -567 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,706 $903K 0.21% +1,018 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,705 $902K 0.67% -2,575 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,703 $902K 0.58% -345 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,694 $900K 0.85% 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,698 $898K 0.43% -1,500 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,682 $897K 0.18% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,680 $896K 0.44% -20 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,679 $896K 0.22% +487 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,664 $893K 0.66% -676 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,663 $892K 0.17% +239 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,662 $892K 0.19% +152 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,655 $890K 0.24% -442 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 3,655 $890K 0.71% +10 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,655 $890K 0.1% +379 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,648 $889K 0.64% +389 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 3,645 $888K 0.55% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,643 $887K 0.59% +143 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,640 $887K 0.45% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,634 $885K 1.06% -77 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,633 $885K 0.55% +307 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 3,632 $885K 0.41% +589 13F-HR Timeline Buttonwood Financial Advisors Inc. 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More: the full row for Corsicana & Co. 3,505 $854K 0.48% 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,500 $852K 0.4% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,497 $852K 0.22% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,497 $852K 0.04% +390 13F-HR Timeline Mathes Company, Inc. 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More: the full row for Disciplined Investors, L.L.C. 3,449 $840K 0.6% +1 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,447 $840K 0.44% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,441 $838K 0.8% 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,440 $838K 0.08% -124 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,439 $838K 0.04% +1,769 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,438 $837K 0.4% -2 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,438 $837K 0.23% +108 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,434 $836K 0.37% +26 13F-HR Timeline Momentous Wealth Management, Inc. 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